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College Funding

When your child is nearing the end of high school, you might feel overwhelmed by this question:  

Discover the Key to College Funding

YOUR AFFORDABLE PATH TO COLLEGE

When your child is nearing the end of high school, you might feel overwhelmed by this question:

 

How are we going to pay for their college education?

 

We help families become an educated consumer of a college education. We specialize in creating customized plans that increase college affordability and balance education costs without sacrificing your own Retirement. We serve as your guide through the college funding journey, helping you save on the cost of college and avoid the burden of student loans.

It starts with knowing the cost of every college in advance including expected Scholarships, Financial Aid for all of your Colleges on your student’s list.

 

Start for free with our partner College Aid Pro by clicking link below.  This tool allows you to see Net Prices for all the schools on your list while also helping you identify how much Financial Aid  and Scholarships you may receive. 

 

Get Started for Free

How are we going to pay for their college education?

 

At University Financial Strategies, we help families become an educated consumer of a college education.  We help by putting a plan in place to increase college affordability, and balance education costs with other financial goals. 

Save on the Cost of College: By knowing the cost of 4 Years in advance Understand Merit Opportunities Understand if you qualify for needs based aid Understand what the College thinks you should pay?
and avoid you or your child graduating with Loans they can't afford.

Student Loan debt is more than $1.6 Trillion and growing leaving Families and Students drowning in debt.

Our College affordability assessment  for one student helps streamline the process of how to pay for college so you can see side by side all of the schools on your students list. 

We guide you to be an informed consumer of a college education with the idea of helping you lower the cost of tuition and minimizing student loan debt through advance planning. 

Balancing the cost of college also makes sure you can afford the retirement you deserve.   

You can get financial aid for College, but not for Retirement so this process needs to be thought out in Advance using the College Pre-Approval Process.

 

Ideal for high school students who have a standardized test score (ACT/SAT) and a list of colleges.

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.

The loans parents now take are robbing them of dollars needed for retirement while students are delaying life events due to their own debt.

As a parent who has personally experienced the emotional and financial strain of sending my children to college, I understand the challenges you face. At University Financial Strategies, we recognize that many parents prioritize paying for college over their own retirement, often without fully grasping the consequences.

  • Before making such a significant financial decision, consider the enormity of this commitment?
  • Are you prepared to jump into it without a clear plan for how you will afford it?

Ou focus is to serve and empower you in in making the best financial decisions for yourself.  As such we believe through the Comprehensive Financial Planning we provide we can provide tremendous value through a Wealth Management Approach.    Although we used to provide modular planning for college we found the amount of time and costs to provide this service was not profitable enough to continue, so we have partnered with College Aid Pro to introduce some of these services for Free or low cost given the importance of knowing how to pay for College.   We hope given this initial information people will want to leverages our services given the Tax and Cash Flow planning aspect of paying the college bills which if not done right can have long lasting costs.

 

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. 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. The loans parents now take are robbing them of dollars needed for retirement while students are delaying life events due to their own debt. 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.

1. Prepare for the Cost of College

Freshman, Sophomore, Junior year
l

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
i

6. Evaluate Options to Cover Shortfall

May of Senior Year
College Pre-Approval

College Pre Approval in Action
EFC and Financial Aid Eligibility

Financial Aid Application
Tuition Inflation

Understanding Financial Aid Formulas

Net Price Real Cost of College

Future 4 Year Costs

Financial Aid Reality Check

Facts about athetic Scholarships

Who is University Financial Strategies

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.

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.

Address

4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612

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.