Financial Strategies for Education: :

  Here's What We Do For You :
  • 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.

"Analysis of Federal, private and alternative loan programs" << 3 of 4 >>