Success Stories
Case Study
Jackson
- Considered 13 colleges nationwide; then applied to 7
- Family income was $126,635
- $44,000 in a 529, $50,000 in savings
- 4 family members; 1 in college
- Initial EFC(SAI) was $28,600 Final EFC(SAI) was $23,800
Attending University
DePaul University, Chicago
$62,859
Attendance Cost
$33,900
Package Received
$28,959 / year
Bottom Line Cost
Case Study
Ruth
- Considered 21 colleges nationwide; then applied to 11
- Family income was $156,000
- $450,000 in savings
- 5 family members; 1 in college
- Initial EFC(SAI) $55,739 Final EFC(SAI) $31,938
Butler University
Attending University
$61,850
Attendance Cost
$37,500
Package Received
$24,350 / year
Bottom Line Cost
Case Study
Jackie
- Considered 21 colleges nationwide; then applied to 7
- Family income was $218,116
- $85,000 in savings, Business assets, $160,000 home equity
- 4 family members; 1 in college
- Initial EFC(SAI) $83,317 Final EFC(SAI) $57,646
Boston University
Attending University
$82,824
Attendance Cost
$46,000
Package Received
$36,824 / year
Bottom Line Cost
Case Study
Ben
- Considered 15 colleges nationwide; then applied to 9
- Family income was $200,711
- $88,000 in savings including 529 savings plan
- 4 family members; 1 in college
- Initial EFC(SAI) $56,108 Final EFC(SAI) $28,072
University of Indiana
Attending University
$27,513
Attendance Cost
$21,312
Package Received
$6,201 / year
Bottom Line Cost
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Choosing the right college planning strategy is a critical step in protecting your financial future. With the right plan, you can reduce out-of-pocket costs, maximize aid, and avoid unnecessary debt—without sacrificing your retirement or savings goals. Contact us today to explore your options and create a customized plan that fits your family’s needs.
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