Tax Pros Financial Center

College Planning

Our Proactive College Planning Program Will:



 

  • Show you the surprising TRUE cost of college

  • Determine whether the cost of college really is worth it

  • Teach you ways that you can actually reduce the overall cost of a college education

  • Teach you how to maximize the amount of your college education that can be paid for with other people's money, by maximizing your financial aid, taking advantage of available grants, and explore scholarship opportunities

  • Explain to you how the FAFSA works, and how to optimize your benefits

  • Show you the tips, tricks, and secrets of how to properly organize family assets (legally) and how to structure your family finances to get the most financial aid possible

  • Explore the various sources of student loans, and determine which types will work the best for you

  • Explain the differences in the various types of college savings vehicles, and determine which combination is going to work best for you.  Simply opening a 529 Account is not always the best route to go!

  • Teach you everything you ever wanted to know about tax deductions and credits available to students and parents

  • Show you ways to structure your business, years in advance of college or even during the college years, in order to be able to pay for college with as many pre-tax dollars as possible

  • Analyze your family's cash flow management to put you in the best shape possible during the college tuition years.  It has become impossible to "save" your way to a college education, and most families fail to account for this important cash flow problem.  Our analysis will provide you with ways to close the "savings gap" when those tuition bills start rolling in.

We have literally 100's of ideas worth hundreds of thousands of dollars.  Our job during a Proactive College Planning project is to match up our knowledge with your specific set of circumstances to deliver the most savings and value possible.  You WILL get an amazing value, both in dollars saved and in that feeling of "preparedness" when we prepare a plan for you.  In fact, if you feel our Proactive College Plan doesn't meet your expectations, we will gladly refund 100% of our planning fee, AND even let you keep the plan.

With no risk at all, and a college education for your children at stake, I will admit I would be shocked if you didn't at least give us a call to schedule an appointment to discuss further. 

 

Norman W. Leon

Tax Pros Financial Center    134-12 225 St.  Laurelton  NY 11413     718-276-5999

“Service Through Knowledge”

                    Cell: 347-355-8846              E-mail: TaxCoach@TaxPros100.com

**  Remember the “Key” to a  better life  is a College  Education  &  Good Credit.

No  matter  where  YOU  live  or  Worked  we  can  help  YOU  get  it  right  with  Uncle Sam

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