College Planning

If you are a parent, of course you want what is best for your children, but, can you afford it?

One of the largest costs you, and possibly your child, will ever occur is the cost of a college education. The rising costs of a college education are astounding. It is something you need to plan for years in advance.

By today’s standards, the average cost of tuition for one, single year education at a private institution is in excess of $30,000, and that is just tuition. When you factor in room, board and living expenses, the cost goes up even further. And what about the cost of any post-graduate education if your child(ren) need to pursue a graduate degree?

Planning for college is a complex process. We work with a team of specialists to find the appropriate options for your student with affordable solutions.

Our holistic process takes all factors into consideration, from 529 savings plans, to Gift to Minors accounts, to college loans and grants. We look at ways to maximize loans and grants for the student and their family through asset placement and other financial stategies.

Our specialists can also help with the necessary paperwork paperwork for application to colleges, financial aid applications (federal, state and private funding) and with curriculum and institution selection.

Let us help you navigate the path to higher education.