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Financial Aid vs. College Funding

College is the biggest investment you will make. We are here to help you plan for it.


College Funding is not Financial Aid. Financial aid reduces the Cost of Attendance (COA). College Funding addresses the family's Expected Family Contribution (EFC).

College funding consists of three strategies

  1. Tax
  2. Cash flow
  3. Asset management (investments)

These strategies are used to help pay the portion of total college costs for which families are responsible - and generally speaking, require a CPA's understanding of tax codes, and the asset and cash flow management of financial planners.