Is This Real?

Student needs help paying for schoolDoes the thought of saving thousands of dollars in college expenses, regardless of your income level and assets, sound too good to be true?

Your skepticism is understandable. I felt the same way the first time I heard about many of the strategies I offer my clients. Financial strategies for reducing college expenses aren’t well publicized. But they’re very real and extremely effective.

Someone told me, You don’t know what you don’t know.
That’s why we’ve worked diligently to find a way to provide a sneak peak of what we offer- a way to let you see what you don’t know-without having to give us all your financial information. After endless discussions and countless pots of coffee, we found one.

We’re going to give you a little taste of our services.
You’ll give us some general information-nothing sensitive or confidential- and we’ll give you some sample strategies for reducing your college costs.

How It Works:

  1. Fill out the form below.
  2. Click Submit.
  3. Within 48 hours you’ll get an e-mail with sample strategies that may apply to your situation.

Remember, these sample strategies are based on the minimal information you’ve provided and are presented without the complete knowledge of your individual circumstances.

Therefore, it is understood that you will refrain from acting on these sample suggestions without first consulting with a qualified financial advisor or a certified college planning specialist.

So take our “Is this Real Challenge” below to get a taste of how you can reduce college costs and receive a Free Personalized Sample!

Is This Real Challenge

Name (Required)
Email (Required)
State (Required)
Does the household have w-2 wage earners?
Is your child currently in college?
If not currently a college student, what year of

High School is he/she in (08/09)?

Will your child be attending a Public or Private University?
Do you itemize?
Parent’s current marital status?
Do you file a schedule C?
Do you anticipate filing a Schedule D for 2009?
Comments/Questions

Thank you for taking the time to answer this brief questionnaire!

We look forward to helping you reduce your college costs!


 

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