College Planning Services
We offer a variety of services – customized to your needs – that can greatly reduce what you’ll owe for college.
View Our ServicesSave Thousands with Our College Financial Planning Services
Not sure which service is best for you? Contact us and we’ll help you decide.
One-Hour Consultation ($250)
Recommended for all families
A one-hour consultation includes –
- estimating what your financial aid package will be at your preferred schools
- reviewing colleges that are known to be generous with need and merit-based aid
- strategies to help you qualify for more financial aid
- reviewing your current college funding plan and potential problems
- positioning your student for a higher acceptance rate
- answers to any questions you may have about college financial planning
Wealth Protection Service
Recommended for families with an income over $250,000
Our Wealth Protection Service includes everything we do for our Maximum Aid Service plus –
- planning solutions to reposition assets to non-countable solutions
- strategies on income/expense planning to better position families prior to college
- long-term planning that is non-invasive to retirement savings
- planning strategies geared to to maximize financial aid and tax savings
- safe, conservative strategies to fund future college and retirement goals
- liquid, flexible and safe strategies
“Mike has helped me to establish a plan to finance all three of my children’s college education costs without being dependent on high interest loans.”
Steve DiSturco
