Comprehensive Financial Planning and Investment Mangement
The Full Spectrum Of College Financial Planning From Birth to Graduation!
College Financial Planning is a multi-pronged process and approach. Planning on just one prong may not only interfere with the other prongs but may cause you to inadvertently leave money on the table. Most advisors will just talk to you about “saving” for college yet have no idea about how any savings vehicle interacts with financial aid, taxes or the other. When you plan for college you have to plan for all aspects or “prongs.” This includes: Saving, Financial Aid and Scholarships, Education Tax breaks or Tax Aid, Education Loans, and Admissions as well. If ALL of these factors are not taken into consideration you are not planning effectively and will undoubtedly leave money on the table. You need, it is not an option, an advisor who is an expert in “The Full Spectrum of College Financial Planning.”
