College Saving and Planning Service

College Saving and Planning Service:
College planning will be provided to help family to prepare the high cost of attending public, private and elite colleges. College plan will include estimate of total cost for college, eligibility of financial aid and evaluation of different funding strategies.

The funding method of the college expenses will be determined based on family income and asset level. Families with parents of having high income or asset will focus on setting investment that earmarked for college expenses. All investment plans will be considered such, as Education Savings Account, 529 plans, custodian accounts for kids. Investment plan will be set up and implemented. Investment vehicles will be recommended based on the age of the child and number of years to college.

Evaluation of availability of financial aid for college can be provided. I will provide assistance in applying for financial aid, including the Federal FALSA form and CSS Profile for private colleges. Estimate of the amount of financial aid qualified for each year will be made. Proper planning to qualify for financial aid will be provided.

Fee Structure for College Planning Service:
Service will be provided on hourly consultation service.

Contact Info
ENG Financial Corp
Eric S. Ng, CFP®
Certified Financial Planner™
3020 El Cerrito Plaza, # 111
El Cerrito, CA 94530
Tel/Fax 510-235-5775
Email: ENGFP@AOL.com

© Copyright 2004 Eric S. Ng, CFP®
Certified Financial Planner™. All Rights Reserved.