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College Funding :: How will you provide for college funding?

How will you provide for college funding? As certified college funding specialists, we work with families to develop college strategies for all stages of a family's life.

Most people don't realize that how they save for college can have significant implications in the future. The wrong strategy can adversely affect financial aid, taxes, and the ability to afford college.

For the family that has substantial resources, college costs can still create a huge financial drain. Those families may expect to pay full price for college or hope for a scholarship. The high income family can often save enough money on college with proper planning to equalize what they might have received if they were a need based family. College funding planning is very unique and specialized which is why it is important to be working with a certified college funding advisor.

We help families create college saving and college funding strategies that have the potential to increase their assets and reduce their costs for college.

Funding college is a priority for families but we also want to help families plan for retirement. The greatest college expenses are often realized just when a family is trying to save most aggressively for retirement. Funding the staggering cost of college can derail a family's retirement goals. You can borrow money for college but not for retirement. We can help you choose the right college loan strategy and pick cost effective college loans.

We help families create sound college saving strategies that provide the utmost in flexibility. We help families provide the best education for their children, while saving more money for retirement.

Our college planning process will create a custom funding and cash flow plan that is tailored to your family.

Will your student play college sports? If so, this can increase your chances of getting a merit scholarship or recruited by the college.

For more information or for a consultation,
please call: (949) 459-2133.

Securities offered through Securities America Inc., a Registered Broker / Dealer Member FINRA / SIPC, Sydney Riccio, Registered Representative. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisor, Sydney Riccio, Investment Advisor Representative. Cooper McManus and Securities America are not affiliated.