Education and Money. Get the best education, but pay the least out of pocket.
You want the best education for your student without huge out-of-pocket expenses. What are the best college funding secrets & strategies? Financial Positioning is #1! Trust our experts to guide you! Think of this analogy: You could file your own income taxes, or your could hire a CPA who is an expert in the field. Which scenario would get you the best outcome? Don’t end up sacrificing your retirement to fund college. There’s a better way!
Lean on our experts to guide you! Join us at our free seminar or contact us for a free 1 hour consultation.
FINANCIAL POSITIONING:
Plan
Aid Forms
Strategy
PLAN
Before funding come saving. Do you have a College Savings PLAN? Here are some desirable qualities:
Tax-Free Growth
Tax-Free Distributions
Competitive Rate of Return
High Contribution Limits
Exempt from EFC (in 2023 it will be called SAI)
No-Loss Provisions
Liquidity, Use, Control
Does your College Savings Plan check off all these features? If yes, then you’re in great shape! If all these features are not checked off, we should talk! Join us at a free seminar or contact us for a free 1 hour consultation! Protect your assets and retirement.
To find the best financial positioning, you must understand:
assessable, nonassessable, exempt assets
how formulas treat grandparent, parent, and student assets, liabilities and income
assets like businesses, homes, vacation property, or other real estate
tax/financial aid ramifications of all decisions combined
Our experts can guide you into the best position to protect your assets while getting the best financial aid package from schools.
AID FORMS
Aid is available for EVERYONE, but millions of dollars in aid are lost every year due to incorrect forms, late submissions, or by parents assuming they will not qualify! Financial Aid is based on both need and merit. Institutional Grants from your dream school and Federal Grants are your biggest sources for free money. In order to have a chance at receiving this free money, many forms need to be filled it out. This includes the FAFSA, CSS Profile, Institutional Forms, etc. You will need to prepare your PPY taxes and know your SAR. Too many acronyms? Too many rules? Our experts can guide you! Did you know that the government gives aid on a first come, first served basis? When forms are filled out incorrectly, there is an additional 4-6 week delay! Don’t lose out on YOUR FREE MONEY. We can show you how to fill out the forms correctly, in a timely manner! Join us at our free seminar to find out more, or contact us for a free consultation!
STRATEGY
We can get you scholarship information from thousands of sources. But did you know some scholarships may adversely affect your financial aid package?
You’ve heard the advice to apply to many schools. We help you apply to a handful of the RIGHT schools. We have an extensive database to help you choose! From there, those schools look at their ISIR reports to see the schools they are competing against for your student. If they know there is competition, schools will offer more attractive packages to lure prospective students. Make yourself the most desirable candidate.
There is a lot of information out there. There are many rules. If you don’t know the rules, how can you have the best strategy? Lean on our experts to offer you guidance in crafting the best strategy for your family. We can help you look in the right places at the right times. With many things, TIMING IS EVERYTHING. Get started with us now!
WHAT WE DO
Our extensive database helps you choose schools with the best aid package. We can help you apply to a handful of the right schools who will compete for your student. We help families find free money through many avenues. With income planning, you can have the legally lowest possible EFC (estimated family contribution) to maximize your eligibility for aid. If you do not qualify for aid, we show you how to fund college on a tax-favored basis. We help evaluate, negotiate, and appeal packages offered to you from schools. We want to help your student get to their dream school with the lowest out-of-pocket cost for families. Find out more at our free seminar or call us!
You’ve always had all the information for college funding. We have the wisdom to help you get the most free money. Register for a free workshop and get access to free resources to help you find the most generous colleges when it comes to financial aid. Contact Us for a free 1 hour consultation.