Tax Efficient College Funding

The Inflation Rate for College Costs is TWICE that of Consumer Prices . . .

As parents we all want our children to have the best life possible. A good education is required and paying for it is a challenge. Traditional financial assistance for middle income taxpayers is generally limited to loans. There seem to be plenty of talented students and athletes in the lower income levels to utilize all of the "free" money that is available.

We help you...

• Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, and reviewing estimated shortfalls. Then we help you consider tax efficient alternatives and strategies to help address these potential shortfalls and develope an optimal college funding plan given your financial situation.

• Determine your expected family contribution for traditional financial aid. By reviewing your financial situation and helping you navigate the maize of terms and calculations to determine your individual expected family contribution to for traditional financial aid. It is just as critical to carefully plan for college expenses as it is to plan for minimizing your income taxes.

• Develop strategies to utilize your business or rental properties to create tax efficient funding to pay your student's college expenses. We assist you determine the reality of your chances for traditional financial aid early. If your student has little or no chance for traditional financial aid, we recommend steps to assist you saving for these costs in a tax efficient manner. The earlier you start the more you can save.

A College plan's true value comes with its implementation. Let us help you attain financial freedom by requesting an Initial Consultation below.