College Financial Planning

A quick note of gratitude for your work and counsel. It has been a pleasure and God-sent having your professionalism and expertise to help keep me out of trouble. 

-David, DMD

Saving for your child’s college education can be one of the longest financial goals you pursue. Without sound planning, its easy to feel overwhelmed and unsure if you’re proceeding in the best possible way.

We offer our clients in-house consultation with Susan Schwartz, MBA and CFP (Certified Financial Planner), who specializes in College Financial Planning. Susan does not sell investment products and therefore, doesn’t receive any fees for specific products. She will advise you on what works best for you!

Working as a team, we can assess your individual tax situation and college financial goals simultaneous to provide you with a thorough and personalized College Financial Plan.

Our College Financial Planning Services can help you:

  • Reduce your family’s college expenses
  • Save money on your child’s college education
  • Receive a customized plan for your individual situation
  • Assist you in filing college funding forms
  • Give you specific strategies to save for retirement and other financial priorities while you save for college

You might also want to try: College Search GamePLAN


Have Questions on College Financial Planning?

Call Susan Schwartz today

at 781.938.0045