Education
College Planning Advisor in Texas
Helping Families Plan, Save, and Pay for College Strategically
College is one of the largest financial commitments most families will ever face. With tuition costs continuing to rise, many parents feel uncertain about how to fund their children’s education while still protecting their retirement and long-term financial goals.
Our goal is simple: help families pay for college efficiently without compromising their overall financial plan.
Our College Planning Services
As a college planning advisor, we help families develop a comprehensive strategy that integrates education funding with their overall financial plan.
College Cost Planning
We estimate future college costs and help families determine what they can realistically afford.
It doesn’t take a degree in finance to see that the cost of college continues to rise.
In its 2023 report, the College Board showed that in-state tuition and fees at private non-profit four-year institutions increased by 5% in inflation-adjusted dollars between the 2013-14 and 2023-24 school years.1
If your child is approaching college age, a good first step is estimating the potential costs. The accompanying chart can help you get a better idea about the cost of college.
Education Savings Strategy
We evaluate and optimize savings vehicles such as:
• 529 plans
• Education savings accounts
• Tax-efficient investment strategies
Financial Aid Planning
Understanding how financial aid formulas work can help families position income and assets strategically when applying for aid.
College Selection Strategy
Choosing schools where a student is academically competitive can increase the chances of receiving scholarships and merit aid. We may work with other experts.
Cash Flow and Financing Planning
We help families structure how college will be funded using a combination of savings, income, scholarships, and financing options.
Schedule a consultation with a Texas College Planning Advisor today.
1. CollegeBoard.org, November 2023
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.
FMG Suite.