COLLEGE PLANNING & FINANCIAL STRATEGIES
Here at Robert’s Company we recognize that parents with students in high school are faced with the challenge of not only trying to figure out how they are going to cover the cost of college the most cost efficient way, but also understand how to navigate through forms like the FAFSA and CSS Profile. Beyond filling out forms, you want to fully understand the financial aid process. Understanding this is a major concern for parents, we have aligned ourselves with a resource that can help educate and navigate our clients through that process. Part of that service includes:
Ideally you want to start understanding this process while your children are just starting high school. If you understand the process now, you have more time to strategies on how to put yourself in a position for financial aid along with still being able to meet your long term goals and objectives. If you want to better understand your scenario, don’t hesitate to contact us.
Over the past 20+ years a large number our clients wanted us to extend our services beyond just tax work and offer more comprehensive solutions to their overall financial situation. In the best interest of our clients, we wanted to make sure we as CPA’s continue to stay focused on what we do best which is tax planning and strategies, but also realizing there is more planning that most likely needs to be done, we have developed relationships with various trusted financial advisors that we can consult to make sure our clients get what they want, a comprehensive plan. The concerns that will be able to address for our clients include:
It’s important to look at your overall financial situation and develop a plan that will meet your long term goals and objectives.