College Funding Solutions
"Helping Families with the High Cost of College"
Our Services
Costly Mistakes to Avoid
Rules of the Game
FAQs

 

College Funding Solutions is a member of the National Institute of Certified College Planners and the California Association of Student Financial Aid Administrators.

 

We have spoken at the 2003, 2004, 2005 and 2006 Annual "Cash for College" Expositions for the Los Angeles Unified School District, served on the "Ask the Experts" Panel, November, 2004 and October 2005 and presented the Financial Aid Workshop in 2006.  Also presenter at the Annual January FAFSA workshops 2003-07.

 

We have provided classes at high schools in School Districts throughout Southern California.  We also provide workshops for High School PTSAs and other civic organizations.  

 

Call or email for a group presentation in your area. (858) 566-9236 San Diego

(951) 695-4732 Temecula

 

"I have a senior and I wish I had known this 2 years ago, or more!" Marie T., Carmel Valley

 

"Not just overview, good specifics." 

Linda D., Del Mar

 

"Very informative and presented in a manner easy to understand."  Carol G., Murietta 

 

     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

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                                                        Copyright © 2005 "Copyright 2004 College Funding Solutions, All Rig. All Rights Reserved.


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