Who We Work With?

Just because you have high income or assets does not mean you can't qualify for financial aid. .

We work with parents, grandparents and college bound students.

Are you ...

  • A Parent of a College Bound Student?
  • A Grandparent of a College Bound Student?
  • A Divorced Parent?
  • A Parent or Grandparent of a Student Athlete?
  • A Graduate Student?  

You are likely to be successful working with us if you want to reduce the high cost of college while maintaining a quality lifestyle and protecting your wealth.

Are some of these statements true for you?

I'm concerned about how to pay for college.  
Can I save money and still provide a quality education?  
Do I have to choose between paying for my child's college education and protecting my nest egg?

I don't understand the financial aid system and don't know if my family will qualify.
Do we make too much money? Will we be forced to use loans to fund college?
How can I qualify for a low-interest rate federal loan?   

I am a divorced parent.  
It seems every school has a different financial aid formula for divorced parents.
How can this affect my planning?
What is fair for each parent to pay?"
Can my divorce decree disqualify my child for financial aid?  

My child is a student athlete.  
Can my child get a scholarship?
What about NCAA, NIAA, and other eligibility requirements?  
Is my child well suited for success at the schools making offers?
If my child does not get a full ride, how will I pay the rest?

I want to help my grand kids with college.  
What's the best way to make a gift?
Is it true an improperly made grandparent gift can destroy a financial aid award?
What about Grandparent owned 529 plans?

Now that you know the kind of clients we work with and the issues we help them resolve, click on this link to learn more about How We Work.

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