Can’t we just do this ourselves?

Absolutely!  If you can spend enough time required to study this process, research the regulations, devise an effective plan, and know how to stay up-to-date and on-time.  Most families don't!

Please keep in mind that there are dozens of strategies for college preparation, selection, application, admission, negotiation, and funding which will allow your family to be in the best position to assure the most successful college experience possible.  Our college planning consultants can assist your family in implementing the most appropriate strategies to serve your specific needs.

Can’t my CPA or Financial Advisor help me with this?

College Funding is a specialty requiring a specific knowledge base.  Most financial planners and tax professionals are not trained in this area.  Responsible planners and professionals will not try to help you with college planning.  Instead, they concentrate on what they know best and refer to knowledgable college planners like ourselves.  This helps them rest assured that their families are being assisted in the most responsible manner possible.

What is the best way to use our current family income and resources to pay for college and still pay off our home, have a comfortable retirement, etc.?

Obviously, there is no one answer to serve every family.  This is a very specific challenge requiring individualized solutions.  Our college planning consultants will work with you and your family to help create the most cost-effective and tax-efficient plan possible. 

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