Today, many families face the increasing challenge of how to provide their children with a quality college education without compromising their own financial future and retirement.
Being a CPA financial planner, Susan has knowledge of both the tax system and college financial aid system. She has helped many families fund college using a combination of financial aid and tax strategies.
Susan takes a holistic approach in identifying a client’s concerns and issues, untangles various options, and designs a College Funding plan that is unique to the client’s financial situation.
Saving for College
Susan customizes a tax advantaged savings plan for each client which does not jeopardize their eligibility for college financial aid. Savings strategies considered include but are not limited to:
Paying for College
Susan assists you in securing funding for college by:
Information presented on this page is for general education only. It shall not be construed as specific tax or financial planning advice suitable for you.
Circular 230 disclosure: Pursuant to regulations of the U.S. Department of Treasury, it is required that we advise you that information presented on this page cannot be used by the taxpayer for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code on the taxpayer, or to promote, market, or recommend to another party any tax-related matters addressed herein.