Determine estimated costs of different types of college (private, public, two-year program)
Determine the needs of your college savings plan with a financial expert
Has a savings plan been established?
How many years until your child attends college?
Evaluate the performance of savings plan
Review risk tolerance of savings plan
Determine potential gap in savings versus estimated costs of college
College savings tools
529 college plans
Coverdell education savings
UTMA custodial account
Other
Financial aid
Review financial aid resources (grants, scholarships, work-study programs)
FAFSA (Free Application for Federal Student Aid)
o FAFSA is a form completed annually by current and prospective college students to determine eligibility for student financial aid
We’re here to help!
If you have questions, give us a call, schedule an appointment, or stop by one of our branch locations.