We work with clients to improve financial aid eligibility for college The amount of financial aid your student may qualify for is based on family assets and income. Saving in the form of stocks, bonds,mutual funds,savings and checking accounts,bank CDs, investment real estate and money market funds are all considered assets. Consequently, your net worth in these products count against you in financial aid eligibility determination used in the Free Application for Federal Student Aid (FAFSA)
We can help you reallocate your assets so your financial portfolio is treated favorably in the FAFSA process. We offer several financial instruments that provide safety and protection of your principal while also reducing FAFSA qualifying assets. You have absolutely no risk of market loss with these products!
If your family income exceeds FAFSA guidelines, we offer long term investment strategies that provide safe, secure growth. Products such as Coverdell Education Savings Accounts, 529 Plans, ROTH IRA Plans, and other general tax deferred savings vehicles all are available to help pay for college costs.
We look forward to assisting you and your student with college funding. How can we help you?
Please contact us here or on the website.
www.columbusfinancialplanningpros.com
polarisfinancialservices@gmail.com
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