Financial Positioning
Positioning for College
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