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Our Services
Challenges You Face
As a family with current and/or future college-bound students, you are facing a dilemma:
How do you balance the use of your current income and other family resources to maintain cash flow while preparing to pay college costs and save for retirement? Do you have a game plan to fund both college and retirement and still maintain your current cash flow?
There is no universal answer – only personalized solutions designed specifically for each family. Our team of skilled college planning professionals works with you and your whole family (kids,parents, and grandparents) to help identify and implement the best strategies to get your child into the college of their choice and to reach your family’s educational goals without putting your retirement funds in jeopardy.
How We Can Help
We offer your family assistance in four areas:
- College Admission. Alan James Group will provide advice, support, structure, and unique resources to assist your college-bound student in successfully navigating the college admission process.
- College Financial Planning. Alan James Group will develop specific financial aid and tax strategies to reduce cash flow and debt burden for college education.
- Academic Planning. Alan James Group will explore strategies with college-bound student to increase likelihood of completing academic requirements within in most efficient time frame.
- College Life. Alan James Group assists parents and the college-bound student to identify and address stress factors impacting the student’s transition from home to college.
We continue to support your child’s academic and financial progress each college year to support your child’s journey through college to graduation to career.
Each year we continue to advise you on maximizing financial aid for your student. We also continue to work with you to optimize your cash flow, review and modify your tax strategies, and assess the proper placements of your investments. |
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