College Funding and Other Financial Strategies
The college funding and other financial strategies available to pay for college are very different for the financial aid candidate and the family with high income and assets.
Is your child a junior or senior in high school and a candidate for financial aid?
The college planning solutions developed for you will take into account many variables such as your current financial situation and the colleges your child would like to attend.
Based on the cost of attendance at the college or colleges of choice, we will help you determine what you will potentially be expected to pay towards the cost of college before qualifying for financial aid. This is called your Expected Family Contribution (EFC).
One of the most valuable features of your comprehensive college funding plan will be strategies that you can implement - based on your particular financial circumstances - to help increase your financial aid eligibility and minimize out-of-pocket costs. You might be surprised to find that many higher priced schools are much more affordable after you factor in financial aid!
During the presentation part of your consultation, you’ll discover:
- Strategies for increasing your financial aid eligibility.
- Ways to maximize certain tax benefits.
- Ways to maximize your tax savings, which can reduce the cost of college significantly.
- Loan strategies to help you handle any shortfalls.
Ultimately, we will help you determine which strategies for the financial aid candidate could save thousands of dollars on college costs.
If your child is not a candidate for financial aid (i.e. family with high income or assets) or if he or she has several years before applying to college, the college planning solutions developed for you will take into account many variables such as the number of years until college, your current financial situation and the colleges your child would like to attend.
Based on the cost of attendance at the college or colleges of choice, we will help you determine your Expected Family Contribution (EFC). By knowing your EFC, you’ll have a better idea as to which colleges are affordable. If your child has several years before applying to college, you’ll have more time to implement some of the college funding and other financial strategies identified during your consultation.
During the presentation part of your consultation, you’ll discover:
- Financial Strategies for increasing your cash flow.
- Ways to maximize certain tax benefits.
- How to maximize your tax savings, which can help increase cash flow or reduce the cost of college.
- Strategies for the family with high income.
- Strategies for business owners.
- Trust and gifting strategies for parents and grandparents.
- Loan strategies to help you handle any shortfalls.
- Estate planning strategies and more.
Ultimately, we will help you determine which financial
strategies for a family with high income and assets are available to
reduce the cost of college.
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