Parents of College Bound Students

Solving the College Funding Problem - My typical clients include:

Six Figure Income Parents – I help parents with six figure incomes who are getting clobbered by taxes, watching their retirement portfolios shrink and staring college in the face. I show them how to send their kids to private schools for about the same cost as the publics, and save on their income taxes at the same time. These “tax scholarships” can help pay for college, put more in their retirement or pay for a more expensive college.
Middle Income Parents – I understand the financial aid system and know how to get the most "free money" from the colleges. I also have strategies to reduce borrowing and decrease income taxes, freeing up more money for college.
Parents Without College Savings - I help families that haven’t saved for college get more free money from the colleges, minimize student loans and make college less expensive.
Business Owners – Do you know how to tax deduct part of the cost of college? I do! There are many advantages to the small business owner or rental property owner when it comes to college.
Farmers – I have special strategies that take advantage of the unique tax situation of farm families. College can be much less expensive than you think!
Parents with time to save – Saving is always a good idea, but saving in the “wrong” way can actually hurt your financial aid.
Affluent parents with time to save – I have strategies that will allow you take advantage of your child’s lower tax bracket to shift income to your child and save money without ever paying tax on the income.

High academic achieving students in the top 25% of their class will typically receive $5,000 to $15,000 per year in merit scholarships from private universities. Merit scholarships do not consider the family's finances. My expertise is in matching the student to the college that will reward their academic success.

For families that qualify for "need based" financial aid, I have strategies that have resulted in $1,000 to $10,000 increased financial aid per year.

Tax strategies can be highly successful. Existing clients have reduced their income taxes from $500 to $5,000 per year using these strategies. The savings can be used to help pay for college, current living expenses or put additional money in retirement savings.