College Planning Services

Some families need help applying for financial aid. Others want to strategically reposition key assets to reduce what they’ll owe. We offer a variety of services – customized to your needs – that can greatly reduce what you’ll pay for college.
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Save Thousands with Our College Financial Planning Services

Not sure which service is best for you? Contact us and we’ll help you decide.
Free One-Hour Consultation
Recommended for all families

Our Free Consultation includes –

  • estimating what your financial aid package will be at your preferred schools
  • reviewing colleges that are known to be generous with need and merit-based aid
  • strategies to help you qualify for more financial aid
  • reviewing your current college funding plan and potential problems
  • positioning your student for a higher acceptance rate
  • answers to any questions you may have about college financial planning
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Wealth Protection Service
Recommended for families with an income over $250,000

Our Wealth Protection Service includes everything we do for our Maximum Aid Service plus –

  • planning solutions to reposition assets to non-countable solutions
  • strategies on income/expense planning to better position families prior to college
  • long-term planning that is non-invasive to retirement savings
  • planning strategies geared to to maximize financial aid and tax savings
  • safe, conservative strategies to fund future college and retirement goals
  • liquid, flexible and safe strategies
Contact Us For Details
“Mike has helped me to establish a plan to finance all three of my children’s college education costs without being dependent on high interest loans.”
Steve DiSturco