College Funding

We have found many parents only want the best for their children and before they think about Retirement they are often challenged to figure out how to pay for college. Often taking on loans to do so robbing them of dollars needed for retirement. Student Loan debt recently exceeded $1.5 TRILLION which far exceeds even credit card debt.  Our goal is to end the student loan crisis one student and parent at a time. You deserve the retirement you have worked hard to achieve.

The 6 Steps To Successful College Funding
There are 2 different prices for a college education, one for the informed buyer and one for the uninformed.

1. Prepare for the Cost of College

Freshman, Sophomore, Junior year
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2. Apply for Admission & Scholarships

September – November of Senior year

3. Apply for Financial Aid

October of Senior Year

4. Analyze & Appeal Financial Aid Offers

March – April of Senior Year

5. Choose the Right School

April of Senior Year
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6. Evaluate Options to Cover Shortfall

May of Senior Year

The Way We Shop For College Is All Wrong.

Because most families cannot simply save enough or earn enough to write a check for college, being smarter consumers of education is imperative.

In This Guide We’ll Show You How To:

Step 1: Determine Available Personal Resources
Step 2: Establish a Maximum Student Loan Amount
Step 3: Shop for Schools Within the Budget

Would You Like Help Creating A Plan For Your Child’s College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey Smartvestor Network

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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