Financial Strategies for Education: :
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Here's What We Do For You : |
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- Review and analyze your eligibility for financial aid and tax strategy incentives.
- Guidance in the college selection process utilizing a proprietary data base.
- Preparation and completion of all financial aid forms and supplementary required paperwork.
- We work to create a “Tax Scholarship” for you by maximizing your eligibility for education tax incentives.
- Analyze the numerous sources of available csollege loan programs.
- Control aspects of college expenditures.
- Assist in negotiating with the collegiate institutions for the most beneficial financial assistance for your family.
- Evaluate the use of Qualified Tuition Programs (Section 529 Plans).
- Consideration of the use of Series EE or Series I U.S. Savings Bonds to fund part of a college savings program.
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| "Analysis of Federal, private and alternative loan programs" |
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