A Financial Advisor's Best Friend
We help you create the best college savings plan for your clients.
We give financial advisors everything needed to provide college plans that are tailored to each family's needs, goals, and budget.
Help parents navigate the various options for saving, investing, and borrowing for college.
Parents rely on you for financial peace of mind.
You can rely on us for the how to advise them on tax benefits, scholarships, grants, and financial aid.
Resources and advice solely for financial advisors who work with parents – parents planning for college expenses.
We provide you with the top tips about saving for college, paying for college, and cutting college expenses.
$1.7 trillion in student and parent loans!
College is one of the largest purchases a family will make, yet parents and students are left
mostly in the dark about how college pricing works today, and how they should tackle this major
expense.
Discover the secrets that some families use…
Most families don’t pay full price.
Navigating merit-based aid.
Understanding price variations within the same college.
Where to find gifts & rewards.
Student Expense Secrets & Tax Tactics
10 Student cost reduction strategies.
Current tax-saving strategies.
How to leverage college credits.
Maximizing financial aid.
Smart loan strategies.
College Planning is Daunting and Complex.
We equip you with the knowledge and tools parents need.
College planning is a complex and daunting task for many parents, especially in the face of rising tuition costs and uncertain economic conditions.
That’s why financial advisors can play a vital role in helping parents prepare for their children’s education.
They can also help parents navigate the various options for saving, investing, and borrowing for college, as well as advise them on tax benefits, scholarships, grants, and financial aid.
Let’s talk today.
Discover how we can help you with college planning advising.
Be prepared for all your clients' questions regarding college financial planning.
Enter your name, email, and a quick message about your practice. We’ll be in touch within 48 hours.
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