Privacy Policy

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Insight College & Financial Solutions (Insight) honors, respects and protects your privacy, as we do our own. All information gathered is solely for the purpose of Insight, and only for the purpose for which you provided that information. Absolutely no information obtained via phone, or in person, or through the website is sold, given away, shared, or otherwise transmitted by electronic or other means to any other party, other than for the purpose for which you provided that information.

© 2019 Insight College & Financial Solutions

FINANCIAL POSITIONING
While most professionals in financial services subscribe to an approach that addresses college planning as a savings issue, Doug focuses on identifying strategies that leverage your unique situation to help you save ON college cost. He takes into consideration topics like:
  • specialized college planning strategies for business owners

  • specialized strategies for high income/high net worth families

  • planning to maximize need-based financial aid

  • strategic coordination of contributions from grandparents

  • cash-flow strategies and multiple options for covering shortfalls

 

To summarize Doug’s role:  After sharing strategies on how to lower out-of-pocket costs as much as possible, he then develops a plan to fund the remaining share that is the most

  • Interest efficient

  • Tax efficient

  • Cash flow efficient and

  • Financial aid efficient

…way possible.

With strategic planning, families are able to send their kids to college without getting buried in student/parent loans and stay on track for retirement.  That’s what serious college planning is all about.

HAVE QUESTIONS?

Doug Bryan would be glad to talk with you...at no charge

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