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College tuition is the highest its ever been, and with annual tuition costing $10,000 to

$40,000 or more; it is now one of the most significant purchases you or your child will

make in a lifetime. Being prepared and informed of all the resources will help you make

smart money decisions. 

Taking the time for College Savings Planning will help you:


Compare tuition, expenses, and acceptance rates with colleges and universities.

Understand the Free Application for Federal Student Aid (FAFSA) process 

Learn about the Expected Family Contribution (EFC) calculation

Explore grants, scholarships, and merit awards available with each institution

Become informed with responsible borrowing

Compare 529 plans and be aware of tax savings and incentives

Review private and federal student loans

Learn how work-study works or alternatives to earning college credit

Get resources in order: SAT/SAT prep and College Essay help

Create your College Savings Plan for your child or multiple children

Late College Savings Planning: Use Roth IRA or other options to help pay for college

Explore which colleges or universities offer generous financial help for field of study

Be prepared, confident and college ready

InvestEdge Planning offers College Savings Planning with the Financial Planning package

or as a Limited Scope Financial Planning service; the fee is $750.

Subscription payment is available: pay $250 upfront and $250 for the next two months,

due on the 1st of the month. 

Puzzle eBook 

Eight Strategies for
High-Earning Families


 Let's chat.


Start Working 
On Your
College Goals Today.

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