- Tax PlanningMost families with high incomes assume that they don’t qualify for any aid. The truth is families that make over six figures can qualify for financial aid utilizing a combination of academic, tax planning, and little-known financial strategies before they apply to college.
- Income TaxMost financial advisors and CPAs are unfamiliar with this type of planning because they don’t consider college financial aid when setting up your portfolio or completing tax returns. Since financial aid forms are matched to income tax information many people assume that tax accountants and financial advisors are also college financial aid experts. However, most of them don’t have any training in this very specialized niche of college funding.
- Financial Planning“I was referred to you by a very good friend. I would like to thank you for your help with my son’s college financial planning. We did not think we would be able to qualify for much aid because of our financial situation but with you and your staff’s help in selecting colleges and the appeals process, we got $24,000 in aid for our son. “
- College FundingWe may collect protected information about our clients in connection with underwriting an application for developing college funding plans and/or submitting financial aid forms. This information will be used by authorized company personnel for these purposes. Protected information means any nonpublic, personally identifiable information including financial information, employment-related information, and medical information. Unless permitted by law, we will only collect information from sources other than our clients with written authorization.