Our Services

The Process

We use a macro-economic model to help coordinate your financial life. You probably own a variety of financial products and have made many financial decisions. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient plan. Instead of making financial decisions one at a time in an isolated micro manner, we advocate financial decisions based on an organized, coordinated and integrated macro approach. The objective of the macro-economic model is to provide the level of coordination needed so that we can help make your financial situation more cost efficient.

After studying your current financial situation, we prepare a cash flow report to assist you in potentially reducing your taxes and increasing your wealth. We look for tax inefficiencies in your financial world and assist you in making them more tax efficient. We explain in detail each step in the process so that you are fully educated. By reducing your taxes, you may be able to increase your wealth and thus use these savings to pay for your child’s college education.

We will develop a step-by step roadmap to funding education and retirement. These steps include, but are not limited to, the following:

• Prepare a career assessment which matches the student with the career, the career with the major and the major with the college;
• Compare the costs of attendance at numerous colleges and universities;
• Calculate the expected family contribution towards college;
• Prepare a cash flow report;
• Provide families with a roadmap to obtain scholarships;
• Prepare and submit financial aid forms;
• Send reminders to parents and students of upcoming deadlines;
• Review and evaluate college award letters;
• Assist families with appealing award letters if necessary;
• Assist families with student loan applications if necessary.

By implementing these steps, we can project:

• The future funds needed to pay for education from kindergarten to college;
• A child’s eligibility for financial aid;
• A student’s financial aid package at any one of over 2000 colleges; and
• The adequacy of a family’s retirement funding plan.

If you want to achieve your financial goal of being able to afford the cost of college , please click here.

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Securities offered through Quest Capital Strategies, Inc., 25231 Paseo de Alicia, Suite 110, Laguna Hills, Ca. 92653, (949) 830-4885, member NASD/SIPC, www.nasd.com, www.SIPC.org. Ca. Insurance License #0E43428

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