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Want to learn the basics? Saving for college? College is imminent - help! Bills are rolling in - help! Want to help a Grandchild? Want to know more about me? |
WELCOME As the parents of a college-bound child, you are gambling a lot of money on something you have no expertise in - college planning! Every year, thousands of parents make simple mistakes that cost them dearly in lost aid, missed tax breaks, and unnecessary loan interest. Don't let this happen to you! You are risking both your money and your child's access to some great colleges. Information is plentiful - Solutions to your unique situation are not I provide practical and concrete solutions tailored to your unique circumstances - solutions that save families like yours thousands of dollars on the cost of college. We offer a 100% money-back satisfaction guarantee. Click here If you are interested in saving for college Click here If your child is a high school Junior or Senior Click here If you need help paying for a student already at college Click here If you want to help a grandchild WHAT I DO I work on your behalf I am a fee-only CERTIFIED FINANCIAL PLANNER (TM) with a fiduciary duty to work only in your best interest. I promise to follow up, and follow through, to earn your trust and help you implement your unique college plan. I listen with care and compassion My goal is to form a true client/advisor partnership and reduce your anxiety and worry associated about paying for college without ruining your retirement. I am sincerely interested in hearing your hopes and dreams for your child's college education. My first priority is to give you an understanding of the issues involved, and to provide support and encouragement. I am Solution Focused I will help you to reduce your out-of-pocket cost by intelligent college selection, maximize your eligibility for financial aid, and make sure you get all the education tax deductions you are due. Then I will help you complete the financial aid forms early, while the most money is still available. When it comes time to pay for college, I will identify idle resources that can add to your cash flow. I also offer college savings advice to get the most out of your investments. USING THE WEBSITE |
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