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.
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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
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