OUR SERVICES
With the cost of college increasing exponentially over the past four decades, having a successful college plan is becoming an essential element of the financial planning process. Boyce & Associates Wealth Consulting, Inc. is pleased to announce the acquisition of A+ College Planning, which is a natural extension of our financial and wealth planning platform.
A+ College Planning is dedicated to helping families of college-bound students understand the complexities of the financial aid process. We present various college funding strategies to help reduce out-of-pocket expenses and possibly tax liabilities. As a result, this will minimize the impact on the family’s income and assets.
01
Aid Eligibility Comparison Report
The Advisor will compile a report in head-to-head format to show the Client their calculated Student Aid Index (SAI) and the award history of the students' different colleges of interest. This report will help the Client decipher between the sticker price and the net price the family will pay at each school.
02
Scholarship Availability Reports
This report searches through several different scholarship and grant opportunities that the school of the student's choice has available.
03
College Funding Recommendations & Design
The adviser will provide college funding options and recommendations to represent the client's best interest.
01
Aid Eligibility Comparison Report
The Advisor will compile a report in head-to-head format to show the Client their calculated Student Aid Index (SAI) and the award history of the students' different colleges of interest. This report will help the Client decipher between the sticker price and the net price the family will pay at each school.
02
Scholarship Availability Reports
This report searches through several different scholarship and grant opportunities that the school of the student's choice has available.
03
College Funding Recommendations & Design
The adviser will provide college funding options and recommendations to represent the client's best interest.
04
Extensive College Planning
• Award letter and/or Student Aid Report Review
• Student Interview (Q&A, financing/ expense insight, timeline, etc.)
• How can parents' assistance with college impact their retirement?
• Parent cash flow improvement.
05
First Year FAFSA Assistance
A+ will be available to advise and assist with filling out this form for the first year of the Student's attendance.
06
College Visitation System (CVS)
This is a developed college visit scoring system that measures how every school the student is considering matches up to the parent and student's expectations. Using this system and criteria, the family will have a method of evaluating schools that goes beyond visual impressions and prevents relying too heavily on recollection.
04
Extensive College Planning
• Award letter and/or Student Aid Report Review
• Student Interview (Q&A, financing/ expense insight, timeline, etc.)
• How can parents' assistance with college impact their retirement?
• Parent cash flow improvement.
05
First Year FAFSA Assistance
A+ will be available to advise and assist with filling out this form for the first year of the Student's attendance.
06
College Visitation System (CVS)
This is a developed college visit scoring system that measures how every school the student is considering matches up to the parent and student's expectations. Using this system and criteria, the family will have a method of evaluating schools that goes beyond visual impressions and prevents relying too heavily on recollection.
YOUR CHILD'S DREAMS
ARE WITHIN REACH
Let us help you unlock funding opportunities and take control of the college planning process. Together, we’ll create a future you can feel good about.
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CONTACT US
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Investment advisory services offered through Boyce & Associates Wealth Consulting, Inc., an SEC registered investment adviser.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Eric Boyce, President & CEO at (512) 496-5709 or [email protected].
Boyce & Associates Wealth Consulting, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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