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College Financial Planning Strategies


Contrary to popular belief, affluent people receive significant tuition discounts all the time. Our customized strategy considers merit-based financial aid and tax saving strategies for college. Some of the variables we consider are:


    • Asset liquidation strategy
    • 529 Plan use strategy
    • Appreciated assets
    • Taxes – education and other tax credits
    • Graduate education – if your student is planning on attending graduate school, there may be advantages to pursuing a different funding
    • strategy for their undergraduate education.
    • Multiple children in college at the same time
    • Improving need-based aid eligibility
    • Loans – there are many types available, which loans make the most sense for you
    • Divorced or Separated Families