Keystone Wealth Strategies LLC, located in Exton, PA and serving individuals in the Philadelphia region, helps families reduce the overall cost of college. For many families, college tuition is the largest expense they will face. Few families are able to go it alone when it comes time to pay for a college education. Unfortunately, many families go into this stage of life uninformed and unprepared. Consequently, they pay more than they need to for a college education. As a Certified College Planning Specialist (CCPS), we develop strategies that enable your family to qualify for more financial aid. We are trained to identify the most economically advantageous methods to save and pay for college.
We complete a thorough analysis of the factors that may affect your aid eligibility. We will create a projection of your family's estimated Expected Family Contribution (EFC). Based on our analysis, we will make recommendations to insure that you are demonstrating the maximum financial need that is legally possible.
Another important aspect of college planning on which we advise families is maximizing the use of pre-tax dollars and education tax credits to further reduce the overall cost of a college education. There are many college-related tax reduction opportunities available to high-income families and small business owners. These "tax planning strategies" can significantly reduce the overall cost of college for families who might not qualify for more traditional forms of financial aid. Our analysis identifies tax reduction opportunities and makes specific recommendations to implement them.
Why work with a Certified College Planning Specialist?
Anyone can call themselves a “college planner,” but only those with the education and experience to be tested and certified by a national accreditation organization have earned the Certified College Planning Specialist (CCPS) title. This designation is your assurance that you are working with a trained, experienced professional held to nationally recognized ethical standards.
We complete a thorough analysis of the factors that may affect your aid eligibility. We will create a projection of your family's estimated Expected Family Contribution (EFC). Based on our analysis, we will make recommendations to insure that you are demonstrating the maximum financial need that is legally possible.
Another important aspect of college planning on which we advise families is maximizing the use of pre-tax dollars and education tax credits to further reduce the overall cost of a college education. There are many college-related tax reduction opportunities available to high-income families and small business owners. These "tax planning strategies" can significantly reduce the overall cost of college for families who might not qualify for more traditional forms of financial aid. Our analysis identifies tax reduction opportunities and makes specific recommendations to implement them.
Why work with a Certified College Planning Specialist?
Anyone can call themselves a “college planner,” but only those with the education and experience to be tested and certified by a national accreditation organization have earned the Certified College Planning Specialist (CCPS) title. This designation is your assurance that you are working with a trained, experienced professional held to nationally recognized ethical standards.
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