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Planning

Admissions

Planning

Don't wait until the bill shows up to figure out how you'll pay. Through detailed planning, we'll implement proven methods to keep your college spend efficient. You'll know where every dollar will come from ahead of time. 

Funding

Admissions

Planning

The inflation rate of college costs have outpaced all other sectors. We must become better consumers! Your efforts should be spent on activities that yield the best result. Funding sources include grants, scholarships, tax-favored vehicles and loans.

Admissions

Admissions

Admissions

Our dedicated college counselors can interview your student to learn about what makes them tick. They can provide positioning strategies, application assistance and insights for degree selection and school fit.

Learn About Our Strategic Partners

A Complete Plan

Concerned about how you'll ever come up with the funds to put your kids on the best path for long-term success?  We'll provide strategies that legally protect your savings & retirement accounts from the financial aid formulas. We'll estimate your financial aid award and give recommendations for the best way to pay your share of college costs, which include tax-efficient borrowing strategies. This comprehensive approach ensures that you keep long-term financial goals in line with cash flow requirements for the college years and beyond.

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