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College Funding Solutions will:
Help you develop Individualized Strategies to Pay for College
in the most cost-effective and tax-efficient manner possible.
Assist in the completion of the Federal, State and Universities
Financial Assistance Application Process as easily as possible.
Analyze your Current College Funding Plan with you (and your
tax professional) and identify specific cost saving strategies,
prioritize the most effective sequence of asset liquidation for
immediate college expenses.
Calculate your Expected Family Contribution using both Federal
and Institutional Methodologies. Then, provide recommendations
to reduce your EFC, when possible.
Evaluate College "Award Letters" using qualitative (Loan/Grant
Ratio) and quantitative (% of Need Met) analysis based on
historical data. Assist with Letters of Appeal, when appropriate.
Call or email for a complimentary consultation!
College Funding Solutions
9245 Dowdy Drive, Suite 209 San Diego, CA 92126
(858) 566-9236 (858) 566-9262 Fax
Jim Lundgren and Sohail Taqui, Senior Advisors
jimlundgren@collegefundingsolutions.org
staqui@collegefundingsolutions.org
Inland Valley Region
John Driscoll, CPA, Regional Director
43521 Ridge Park Drive, Suite 101
Temecula, CA 92590
(951) 695-4732
jdriscoll@collegefundingsolutions.org |