General Overview of the Two College Funding Programs We Offer...

     We all know how critical it is for a child born today to attend a good college.  Everyone has head the statistics - a college graduate will typically out earn their non-college graduate peers by more than $2-3 million dollars over a lifetime.  This can mean the difference between a future of peace at home for your children or grandchildren or whether your child will be able to retire with dignity or still be working through their retirement years.

     Our approach to college funding takes two distinct tracks, which usually represent where you as a parent find yourself.  You might, after reviewing this page find that you actually fit into both categories if you have children with very different ages.

  • Parents who have the time and resources to save for their children's education.
  • Parents who find themselves with a college-bound student who is only two to three years away from college, or is already there - i.e. we need money yesterday!
      Every parent that has ever looked into the eyes of their high school junior or senior has thought something along the lines of "in one or two years my baby is going to college and we are simply not ready to send him/her away" and some have to say, "and we haven't saved a dime or what we have saved simply won't cover it."  

     Don't county yourself out! Even if you make a considerable amount of money - you can still qualify for financial aid!  If you know how the game is played and understand the insider secrets to getting the most amount of financial aid possible...

     The truth is that just like a good tax expert can show you how to legally reduce your taxes, a good college financial aid expert can show you how to legally qualify for more financial aid.  Discover the insider tips and techniques most accountants, financial advisors and guidance counselors don't know about... and what most college financial aid departments hope you never learn.  Avoid the costly mistakes and get the most money possible.

  • How to double, even triple your eligibility for financial aid! (this technique has increased a family's eligibility up to $10,000)

  • The right way to position assets to maximize the aid you'll get! (not one in 1,000 financial advisors can show you how to do this correctly)

  • How some parents pay close to nothing for their child's education regardless of their income or assets... and you can too!

  • Why high school "financial aid" nights and guidance counselors can be hazardous to your wealth!

  • How to send your child to an expensive private college for less than an in-state public school.

  • How to pick colleges that will give you the best financial aid packages.

  • How to lower your "out-of-pocket" costs, and get the maximum amount of money from each school!

  • How to fill out the complicated financial aid forms accurately and on time! (financial aid is given on a first-come first-served basis)

  • How to pay for college and legally deduct the cost of everything - including computers, a car and other "necessities"

Call our offices for a Free consultation to explain how our Cash for College service works!  502-495-1711 or Contact Us!

Track 1

How to Save for College Without Breaking the Budget...

     There are so many options available in the marketplace for a parent to take advantage for their children's education that it will make your head swim.  529 Plans, UTMA and UGMA accounts, trusts, insurance cash values, and on and on and on...

     We think it is wonderful that all these choices are out there but the challenge is which vehicle do you use, how do you use it and will it end up hurting you or another child in the long run.

     We simply do not have the space to do this topic justice so we will introduce the concept rather than the how to... the how to can be covered when we are meeting one-on-one when we can get a better idea of your goals and means.

     The Concept: when you start early enough you can amass a large sum dedicated for college with tax advantages that will make retirement accounts look like simple savings accounts.  You can make use of what Einstein called "Man's Greatest Single Invention", compound interest.

     We can show you all the available options and give you the best advice on which vehicle will be meet your needs and then take care of any shortfalls if any by using the next topic!