Click here to return to the list of our other services
College Financial Planning Services
A CCPS is a financial planner who knows the ins and outs of managing your money. But more important, a CCPS is a financial professional who has met the rigorous certification requirements specified by the National Institute of Certified College Planners (NICCP), and who has received extensive training and continuing education in college financial planning. A CCPS also possesses the skills and experience necessary to build an effective, integrated financial plan for you.
No need to be overwhelmed. Specialized training and experience enables the Certified College Planning Specialist to untangle the mess, focus on the issues pertinent to your specific situation and identify the questions you may not have even known you had. Here is just a partial list of some ways a CCPS can assist you:
• Assist with preparation of the FAFSA
• Student resources
• Grants and scholarships
• College loans
• Alternative loans
• College admissions issues
• Section 529 plans
• Coverdell Education Savings Accounts
• UGMA/UTMA
• Roth and traditional IRAs
• Tax-efficient mutual funds
• Associated investment planning strategies
• Academic strategies
• Funding college and retirement simultaneously
• Hope and Lifetime Learning tax credits
• Parent and child tax planning strategies
• Coordinating investment contributions and withdrawals
• Estate planning considerations for parents and grandparents
Contact Us Today
Telephone: 937.592.6926
Toll Free: 800.837.6926
Fax: 937.592.5195
Service Spotlight
QuickBooks® Consulting
Quickbooks software fits the needs of many small businesses and is America's best-selling small business accounting and management software. It is an easy and affordable solution to organizing ..........
