College Planning

Between grants, scholarships, and other merit based aid, there are billions of dollars available for families with college bound students. But how do you tap into these resources and assure that you are getting the maximum amount of financial aid for you and your family?

The most important factor in qualifying for more grants, scholarships, and financial aid is reducing your Expected Family Contribution (EFC). Your EFC is the amount that the government believes you can afford to pay and scholarships and grants are determined based on this amount. So the question becomes, how can we lower your EFC so you qualify for more aid?

Our experienced advisors can show you how to reduce your EFC as much as possible. In addition to positioning your finances strategically to lower your EFC, we can also help with:

  • Understanding the financial aid process
  • Earning additional aid through tax credits
  • Increasing your eligibility for free financial aid
  • Negotiating better financial aid award packages
  • Avoiding costly mistakes in the financial aid process
  • Completing all paperwork accurately and on time

College is such an important expense in today’s financial landscape that you can’t just stumble your way through its planning. You must have your entire financial picture in order before tackling this milestone and we can help you decipher your many options. We will make sure you are making the right decisions for yourself and your children.

We encourage you to call today to meet with a college planning specialist and take advantage of our college planning services!