Wealth manager Eric Figueroa, CFP®, discusses how advanced college planning can help you navigate the college funding maze and get the best for your student.
Transcript
If you’re the parent of a school-age child, paying for college may be your number one financial worry —and the top stressor for your student. What’s the source of this anxiety?
- How can you and your child accurately compare thousands of institutions across the country with different rules?
- Are you even filling out FAFSA and other forms correctly?
- How can your child take advantage of the private scholarship money available?
- What will your child’s personalized out-of-pocket cost for college actually be and are they making a good long-term decision?
Getting answers to these questions can determine your child’s future.
You may not immediately think of a financial advisor when you’re going through this process. But higher education can be one of the biggest investments we make. You need a wealth manager that understands the college funding maze. It’s never too late to level-up the way you and your child are shopping and paying for college.
Now, you might be suffering from sticker shock, but I can show you how to pick colleges based on affordability and return on investment. If you’re working with me, we’d evaluate your child’s initial list of schools and their preferred majors’ prospects alongside the other attractive options they might not know are out there. Because the application criteria, tuition and fees, and generosity of every school is different. I’d help you make an informed choice and maximize financial aid. We’ll project the actual cost of every year of college and know where the money’s coming from.
Our ultimate goal would be to get your child the best college education possible to set them apart in their field of interest—but without life-long crippling debt. Let’s get started. At the end of this video, click the link to schedule a free, no-obligation Discovery Meeting to learn more about advanced college planning.
Eric R. Figueroa, CFP®
I am a Folsom, CA, fee-only wealth manager serving the Greater Sacramento area, California Gold Country, and the nation virtually. I offer financial planning and investment management, specializing in impact investing and personalized values-based investing.
All content presented on this video is for informational purposes only. Materials presented should not be interpreted as a solicitation or offer to buy or sell a security or the rendering of personalized investment advice, which can only be provided through one-on-one communication with a financial advisor. The video’s content reflects the opinions of Hesperian Wealth LLC (HW), except where cited, which are subject to change at any time without notice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All information or ideas provided should be discussed in detail with a financial, tax, or legal advisor prior to implementation.
Investing involves substantial risk, including the potential loss of principal. HW makes no guarantee of financial performance nor any promise of any results that may be obtained from relying on the information presented. HW may analyze past performance, but past performance may not be indicative of future performance.