College Planning

College Planning

College Planning – Preparing for the Future

Many financial advisors know how to advise their clients on how to save for college. But only a very small percentage of advisors have become well versed on how to counsel their clients who have a child in high school on how they can utilize a customized late-stage college funding plan to reduce their out-of-pocket college costs by potentially tens of thousands of dollars.

This e-book presents several strategies for how to plan for your child’s college education now. Learn:

  1. How financial aid eligibility is calculated
  2. How assets are calculated in college aid formulas
  3. Expected Family Contribution (EFC) formula
  4. Strageies for increasing financial aid
  5. Savings strategies
  6. How to strategically use a 529 plan

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The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. State registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance.
There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services.