Education Planning

If you are a typical parent with college bound students, you’re probably overwhelmed by the cost of a college education. And you’re probably equally overwhelmed by all the research necessary to help your sons and daughters make the right choices and prevent overpaying for their education.

You are not alone!

Get the facts. Educate yourself to potentially save tens of thousands of dollars on a single college education. Parents of more than one child heading to college in the next few years may save even more.

Our Tax Wealth Network team is headed by Steve Stanganelli, a Certified College Financial Consultant who has assembled the resources to help you. We are dedicated to helping families pay less for college and save their retirement through time-tested financial and tax strategies. Our college funding planners work with families to help you plan for and navigate the “paying for college” process. We teach you how to minimize your out-of-pocket expenses, maximize financial aid eligibility, understand the best way to navigate through the college selection process and prioritize your sources of college funds to protect your life and retirement savings! And by using a tax perspective, we may implement strategies that any parent can use regardless of type of school or location and whether you are a business owner, a real estate investor, or a medical professional.