A Certified College Planning Specialist is the only planner that has met the rigorous certification requirements specified by the National Institute of Certified College Planners.
The Solutions for Tuition Grandparent Plan is our most economically priced Plan. It includes strategies to:
Give Your Children a Nudge to Plan Your Grandchildren's Education. Let's face it - the baby boomers are spenders, not savers. How should a grandparent give them a gentle nudge in the right direction?
Create a Tax Scholarship
Choose the Correct Gifting Strategy. Which is right for your family? A 529 Plan? A UGMA/UTMA account? Real Estate? Insurance? The choices can be overwhelming, but it is important that you choose correctly.
Gift to a Grandchild without Endangering a Financial Aid Award. An improperly made gift can destroy a financial aid award.
Gifting to Multiple Grandchildren. Setting up individual accounts is not always the best choice. What if a grandchild decides not to go to college?
