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OLLEGE FUNDING
College Funding Program allows families to maximize their opportunities for financial aid and create a confident strategic college funding plan for all their children.
- E.F.C. Calculation
- E.F.C. Reduction Recommendations
- School Costs and Financial Aid Award Estimates
- College Funding Analysis and Report
- Financial Overview and Analysis
- Comprehensive College Funding Plans
- Tax Scholarships
- FAFSA Completion
- CSS Profile Registration
- CSS Profile Completion
- Institutional Financial Aid Forms Completion
- Adjustment Accuracy of Student Aid Report (SAR)
- Financial Aid Updates
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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.
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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.