Throughout our history as financial planners, we found that so many of our clients struggled financially because of the high cost of college. For some, they helped pay for their children’s college, and then didn’t have enough money to retire. For others, they were buried in student loans, and in some instances, they came to us in tears because they didn’t know how to handle the $100,000+ that they had accumulated in student loans. We decided this needs to stop!
Our mission is to help end the student loan crisis and show families how to best pay for college. We take families through a college pre-approval process to determine how much they can afford to spend on college with all of the resources available to them. Then, we demystify financial aid, so you can understand that the college sticker price is completely irrelevant. And lastly, we help reduce the cost of college by identifying strategies to maximize financial aid eligibility, determining your eligible tax credits and deductions, and calculating the best way to pay for college based on all of the resources available to you.
Dave Zaegel, CPA, CFP