The College Funding Group
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Services
How can I tell if I would benefit from a college funding advisor?
In order for a person to take control of their financial future, three things are required: interest, skill, and time. Some people are not interested in managing their money, planning for retirement, doing their taxes or preparing for the education of their children themselves. Other people don’t feel that they have the necessary skills to navigate the complexities of the financial aid process. And some other people simply don’t have the time. If you fall into one or more of these categories, a college funding advisor can help you to prepare for paying for the cost of college, avoid costly mistakes, and sleep soundly at night.
We offer a variety of services to meet the needs of our clients. Whether you are a low-income family that will qualify for total financial aid, a family that will qualify for partial financial aid, or a high-income family that won't qualify for any financial aid, we can help you develop a plan to fund your children's college education in a comfortable manner!
In order for a person to take control of their financial future, three things are required: interest, skill, and time. Some people are not interested in managing their money, planning for retirement, doing their taxes or preparing for the education of their children themselves. Other people don’t feel that they have the necessary skills to navigate the complexities of the financial aid process. And some other people simply don’t have the time. If you fall into one or more of these categories, a college funding advisor can help you to prepare for paying for the cost of college, avoid costly mistakes, and sleep soundly at night.
We offer a variety of services to meet the needs of our clients. Whether you are a low-income family that will qualify for total financial aid, a family that will qualify for partial financial aid, or a high-income family that won't qualify for any financial aid, we can help you develop a plan to fund your children's college education in a comfortable manner!
Our services include:
Student Counseling
- Student Assessment
- Includes a personality profile evaluation, advanced search of careers, majors, and studies based on student interests.
- Personalized Private Student Interview
- Interview conducted with a NACAC (National Association of College Admission Counseling) Certified Counselor.
- Written report provided to parent with a summary of the interview and recommendations for the student.
- SAT/ACT Prep Courses
- Admission Essay Review
- Up to 3 essays reviewed, edited, and critiqued by a NACAC Certified Counselor.
College Funding Strategies
- Provide planning recommendations to increase eligibility for financial aid.
- Provide financial award estimates for an unlimited number of schools and recommend additional schools to be considered.
- Provide recommendations for the best way to pay your share of college costs.
- Provide complete financial overview on college costs, taxes, cash flow, and retirement. Develop a plan to improve each area.
- Provide tax-efficient borrowing strategies to help keep financial goals in line, along with cash flow strategies for college years and beyond.
Plus...
- Assist in filling out all financial aid forms 100% accurately and ensure that all deadlines are met.
- Confirm the accuracy of the Student Aid Report (SAR).
- Advise and counsel on Stafford and PLUS loan applications.
- Provide protection from being overlooked for grants, scholarships or loans due to mistakes in your financial aid forms.
- Evaluate if your award offer was fair and provide tested appeal letters if under-awarded.
AND MUCH MORE....
Beacon Capital Management Group, LLP is a proud member of the College Planning Network and National Association of College Funding Advisors.
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