College Planning

We don't look at it as College Planning, We look at it as life planning.

We believe planning for college and other educational needs is more than just saving it’s about giving students the best foundation for a successful education while setting them up for a bright fiancial future as well. Limiting the cost burden of school loans and the stress that comes with them. Giving them the confidence to pursue their dreams and edcuation with the knowledge that there is a road map / plan in place to help guide them. Our Financial Advisors are here to help coach you through these important life stages.

College Planning

College is expensive, But Planning can make it more afforable. We help by first identifying what stage of planning you are in. Early savers vs Late stage savers will see things totally different. That is why we take the time to put to gether a custom plan you and your specific situation. We look at some of the following things.

• Navigating 529 plans.

• Understanding Prepaid tuition plans.

• Leveraging FAFSA,

• Building a school list

• Analyzing any possible loans

During College

We know that getting them into school is only part of the plan. Because so many things can change for a family ove time we continue to work with our clints while the student is attending school to make sure the plan is working as laid out and to be there to make any adjustments as needed. What we look at in this phase.

• Better loan financing options

• Students transfering to different schools

• We start working on a post graduation plan

• We provide financial literacy sessions for the student

After Graduation

After the school work is done and the student starts to move into the new phase of their work and financial life we are there to help.

• We look at all repayment options and loan forgiveness options

• We review and analizye Consolidation and refinance optios as needed

• We provide the student with a fiancial planning session and a financial plan to get them started down the right path early

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