College Planning

We help you address the sometimes-overwhelming cost and process of higher education. Our goal is to create balance between meeting today’s lifestyle, saving for college, and planning for retirement.

What does our College Planning process encompass?

• Comprehensive overview of the college admissions process, the financial aid system and ways to enhance financial aid.
• Projections of likely expenses, tax deductions and credits and how much tuition you can afford without unduly straining retirement.
• Estimate the likely college expenses by modelling Federal and Institutional Financial Aid formulas.
• Identify flexible strategies to save for higher education.
• Create a forward-looking cash flow expense for helping your children.