The Solution

College Funding Solution

This Personalized Action Plan is ideal for all families regardless of income-who would benefit from professional assistance with college funding issues and from a step-by-step action plan designed to lower the net cost of college.

• Estimated Expected Family Contribution
• Estimated Award by School
• Analysis of Awards
• College by College “True Cost” Analysis 
• Step by Step Action Plan
• Appeal Assistance
• Best Payment Method
• Year by Year Cash Flow
• Parent/Student Loan Analysis
• Debt Consolidation Analysis
• Mortgage Analysis
• Asset Analysis
• Contingency Planing
• Financial Aid Strategies
• Tax Leveraging Strategies

Tax Reduction Modeling

This specialized program is ideal for business owners, professional practitioners, investment property owners and high net worth individuals with complex asset structures.

Prepared in Conjunction with a CPA

• Paying for college with maximum tax efficiency
• Personal analysis and/or business analysis
• Year by year model of tax savings
• Step by Step action plan