College Planning Relief

As Certified College Planning Relief Advisors, Beckett Financial Group is prepared to assist parents of college-bound children who need guidance as they attempt to pay for college while preserving assets for their own retirement needs.

With over 15 years experience in the financial services industry specializing in retirement income planning, we have worked with families to reposition their funds into accounts with no market risk that minimize the Expected Family Contribution (EFC) dollar amount required of families seeking college financial aid for their children. By assisting those parents, their child may be able to qualify for additional college funding via grants and student aid and possibly broaden the list of potential colleges and universities available to them.  If the EFC cannot be lowered by repositioning assets, then a tax-advantaged strategy reviewed by our resident CPA, Ms. Julia Walker, may provide additional funds to apply toward college funding.

With the cost of college skyrocketing annually, all parents of college-bound children are keenly interested in how to pay for college without negatively impacting their anticipated retirement lifestyle. As their trusted advisor, we look forward to providing guidance during this process.