OTAL COLLEGE PLANNING
Besides assisting you with board exam test preparation, choosing a major, choosing a college or university, financial aid negotiations, FAFSA / CSS Profile filing, we help you maximize your financial aid eligibility to get the most grants and scholarships.

IF YOUR ASSETS IN ASSESSED INVESTMENTS ARE ABOVE THE RESPECTIVE ASSET PROTECTION ALLOWANCES, ONE OF OUR FINANCIAL PLANNERS CAN HELP YOU REDUCE YOUR OUT OF POCKET COSTS FOR COLLEGE.

SAGE Scholars Member Colleges & Universities

Click to download the list SAGE College List July 31 2019

WEALTH
It is not a good idea to see your financial advisor about college planning unless your advisor understands every line on the FAFSA and CSS Profile forms. The financial advisor can’t possibly put you in the proper investments without such expertise. We have access to the updated data necessary for you to make sound college planning decisions. Our planners can clearly explain each line of the FAFSA or CSS Profile.