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First and foremost, as a financial aid
consultant, we are not a scholarship search services.
We work for you, our Client. We have no vested interest in any
particular school, governmental agency or lending institution.
Our objectives are to help you and your child prepare for and
gain admission to the college of his or her choice and receive
the best financial aid package legally possible. We have only
one vested interest, you the client.
The end result may be a substantial reduction in expenses each
year. This is accomplished by having a thorough understanding of
the financial aid process and employing sound college financial
aid planning principles. This is analogous to tax preparers
suggesting tax reduction strategies to their clients. Keep in
mind that most financial planners or tax preparers have little
or no experience with financial aid. What is also true is the
fact that most college financial aid officers are not financial
planners.
In addition to a strong financial aid background, we have the
competence to address issues such as how to effectively pay for
the portion of college costs not subsidized by financial aid.
Our expertise in investments, retirement plans and taxation can
be critical in recommending a cost-effective plan to fund
college education. Poor choices in college funding not only will
cost you more money, but also has the potential to negatively
impact future financial aid. We believe that our unique blend of
skills may make the difference in whether or not the student can
attend his or her school of choice.
We believe that knowledge is power. With high college costs
families face, you need all the financial aid you can get.
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