College Savings Planning
There are only, at most, 18 or 19 years to save for college expenses and the earliest of these years are the most valuable. If you are a parent of young children, pre-teens or early teens you will benefit from having Apropos prepare a college savings plan that helps you understand and plan for the following:
- The projected cost of educating your child or children
- How much you will need to save to meet your college funding goals
- What savings strategies and tactics to use to maximize financial aid, maximize tax breaks and minimize student loans for college expenses
The college savings plan we prepare for you will be 100% tailored to your unique circumstances and goals.
The deliverables for a college planning engagement include:
- A detailed needs analysis calculation with explanatory and supporting reports
- A detailed written report outlining a college savings plan that includes detailed investment recommendations
- A detailed and ordered Action Plan for launching your college savings efforts
- Answers to all your questions about the recommended savings plan
- Where appropriate, partially pre-filled forms you can use to implement our advice
These deliverables will be thoroughly explained to you in a presentation meeting.
The amount of time we require to formulate a well rounded college savings plan, and therefore the cost of this service, will vary depending on the number of children included in the planning and the complexity of the need to reposition assets. You will be provided with a guaranteed fee estimate at the end of our complimentary Get Acquainted meeting.