Finding the Right Funding Plan For You
Our Standard Service Package includes all of the following:
CUSTOMIZED COLLEGE FUNDING PLAN
Consultations with a college-funding strategist who will perform the following services:
- Create a customized game plan detailing the most cost-efficient options to help you pay for college.
- Identify specific income, asset and tax strategies to reduce your Expected Family Contribution (EFC) and increase your eligibility for financial assistance.
- Prepare three College Budget Scenarios detailing the sources of funding in each scenario with projections on the amount of gift aid and scholarships you are likely to receive based on your financial profile.
PERSONAL FINANCIAL PLAN AND IMPLEMENTATION OF COLLEGE FUNDING PLAN
Consultations with a licensed financial advisor who will perform the following services:
- Present specific financial options and implement solutions that will reduce college costs and increase financial aid.
- Review retirement goals and recommend low-risk solutions that will optimize college savings and also provide additional income for retirement.
- Determine how many years retirement income will last and recommend solutions to make-up for any shortfall.
- Review up to 6 award letters to evaluate if your offer was fair.
- Assist with the appeals process if there are extenuating circumstances that would warrant an appeal.
- Help with a letter to your top choice school if a comparable college gives you a better offer.
- FAFSA preparation and submission by certified FAFSA specialist for your first base year.
- Ongoing availability on the phone or via email with the appropriate advisor until your last student enters college.
- College reports, as needed, giving breakdowns on the amount provided in gift and self-help aid from colleges under consideration.
- Annual reviews with your Financial Advisor to keep college and retirement planning on track.
Talk to us about our special service plans for business owners and high-net worth families!
SERVING THE FOLLOWING CHICAGOLAND AREAS
Arlington Heights · Aurora ⋅ Barrington ⋅ Bartlett ⋅ Batavia ⋅ Bloomington ⋅ Bolingbrook ⋅ Buffalo Grove · Carol Stream ⋅ Carpentersville · Clarendon Hills ⋅ Darien ⋅ Des Plaines · Downers Grove ⋅ Dundee · Elgin · Elk Grove ⋅ Elmhurst ⋅ Fox River Grove · Geneva ⋅ Glen Ellyn ⋅ Glenview · Hinsdale ⋅ Hoffman Estates ⋅ La Grange · La Grange Park · Lake Zurich ⋅ Lincolnshire · Lisle ⋅ Lombard ⋅ Mokena · Mt. Prospect · Naperville ⋅ New Lenox · Northbrook · Oak Brook · Orland Hills · Orland Park · Oswego · Palatine ⋅ Palos Heights · Palos Hills · Palos Park · Plainfield · River Forest · Roselle ⋅ Schaumburg ⋅ St. Charles ⋅ Tinley Park · Warrenville ⋅ West Chicago ⋅ Western Springs · Wheaton ⋅ Wood Dale ⋅ Woodridge