Education Planning

Learn How to Pay for all of your Children’s College Education Down to the Penny!

We have reverse engineered the process to help families like yours. We’ll start by figuring out how to pay for college without robbing your retirement, and support your plan with a smart investment strategy.

Our process – equal parts financial therapy and financial planning – eliminates the stress and anxiety surrounding college funding.

We don’t have silver bullets. We don’t offer magic formulas. We just act as your guide and provide you with a personalized plan that will show you exactly how to pay for all four years of college down to the penny.

There are many different options that may seem confusing to save for your children’s college costs.

Coverdell accounts, 529 plans, penalty-free IRA withdrawls, scholarships, grant programs, subsidized and unsubsidized student loans, and savings bonds to name a few. We will advise you in the most tax-efficient manner to send you children to college while achieving your long-term financial planning goals.

Comprehensive College Funding Plan
  • Financial Aid analysis
  • Maximize aid with EFC reduction strategies
  • Tax Aid
  • College Selection
  • Student Positioning
  • FAFSA vs. CSS Profile
  • % of need met
  • Merit Scholarships
  • Merit Scholarships availability
  • Personal resource planning
  • Cash Flow maximization
  • Education needs analysis
  • Education savings vehicles
  • Gift/income tax strategies
  • Education financing = Smart College Lending Strategy

    Start Building Your Future

    Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.