College Planning

Today, a family can easily exceed
$250,000 in college costs – for one child!*
There are two different prices for a college education –one for the informed buyer and one for the uninformed.
WHICH PRICE WILL YOU PAY?
Making well-informed college savings, planning, admissions and funding decisions can help you send your child to the right college, potentially save you considerably on out-of-pocket college costs and avoid suffocating student loan debt.
Uninformed decisions, mistakes and missteps will drive up your college costs.
With our help, these vitally important questions will be answered:
Will we have to pay the school’s sticker price?
- How much will we be expected to pay out of pocket at selected schools?
- Which schools should our child apply to in order to get the best financial deal in the form of financial aid and scholarships?
- Are we candidates for financial aid?
- How much financial aid could we expect?
- How much in free money (scholarships/grants)?
- Can we increase our financial aid eligibility? How?
- What merit-based scholarships, at selected schools, is our child eligible for and what are the requirements to obtain them?
- How can our child get more free money for college?
- Would test prep benefit our child? In what ways could it reduce our college costs?
- Are 529 Plans an appropriate choice?
- Which other savings options may be better, in light of our circumstances?
- Will we qualify for tax credits? How much?
- Should we set up a trust account for our student? Would it drive up or down our college costs?
- AND MANY MORE!
You should expect more than simplistic,
one-size-fits-all investment strategies from a financial advisor.
* Source: College Board 2021 data analyzed by Collegiate Funding Solutions, Inc. Includes tuition, fees, room and board