The proper positioning of your personal finances allows for a greater opportunity to gain access to an abundant amount of financial aid.  Work with a Licensed Financial Planner to discuss a wide variety of financial services concerning your educational investment.  

  • Determine eligibility
  • Evaluate current assets
  • Position assets for base income year
  • FASFA
  • 529 college savings plan
  • Gifting options
  • Grants
  • Loans