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Services
Our team and process will present to our clients valuable, strategic, planning opportunities that will directly and indirectly assist in the reduction of the "out of pocket" college tuition cost.
Our services include but are not limited to:
College Funding Advice
• Analysis of Financial Profile
• Determine your FAFSA and CSS profile EFC's based on financial profile
• Identify and address exposures in Financial profile affecting your FAFSA and CSS profile EFC's
• Asset reallocation recommendations
• Determine Cost of Attending (COA) based on school selection and our EFC
• Estimate current year taxes before filling out CSS profile and FAFSA forms
• Provide answer keys for both the FAFSA and CSS profile forms
• Fill out FAFSA and CSS profile forms (for additional fee)
• Compare and evaluate award letters
• Negotiate letters if appeal is deemed necessary
• Identify loan/funding opportunities
• Risk manipulation review
Financial Advising Strategies
• Tax reduction strategies
• Portfolio analysis
• Asset repositioning strategies
• Debt/benefits analysis
• Cash flow (how to pay the remaining college bill)
• Quarterly reviews - student progress/tax management semi-annually
• Four year (+/-) implementation