College Planning

Paying for a college education can be one of the most stressful experiences a family can encounter, especially if there is more than one student in the family. College Professional Advisors helps families implement tax and financial strategies to master the college costs, including the financial aid system. Many times parents make mistakes of missing deadlines and providing wrong information that will ultimately cost them a lot of money. 

The world of financial aid among other things includes grants, scholarships, student loans, and work study needs to be very well understood, since it is a very complex process. Parents must also learn how to maximize college scholarship money (Merit Aid) and understand how tax, financial aid, college costs strategies, and retirement strategies work together.

We will develop and help you implement a state-of-the-art college financial plan specifically for your child, since each case is different. We will also coach you through the entire process. Parents need to be aware that the financial aid process regardless of income or assets can be extremely stressful, confusing and complicated for any family. We are here to help.