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Why Use a College Financial Planner

▪ Expertly prepared financial aid forms
▪ A knowledgeable consultant may save you thousands of dollars over a college career
▪ Financial aid forms prepared properly the first year are the most critical
▪ Filing financial aid forms is a difficult and exacting experience involving many steps over several months
▪ We do not prepare tax returns, sell insurance, or do any financial consulting other than college finance
▪ My full-time 12-month professional practice is based solely on college finance

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