Tuition Plan Advisors: Providing Families With Financial Solutions For College


Collage

Who We Serve

Our Clients

We work with well educated families who have a strong desire to send their children to college so that they can be successful in life.

The Problem

Have you ever asked yourself any of these questions?

How are we going to pay the enormous cost of a college education for our children?

How can we pay for college without sacrificing our current lifestyle?

How can we pay for college without robbing our retirement?

What is the most cost efficient method to fund both?

Is it possible to fund both?

If you have asked yourself any of these questions, you are not alone. Millions of families face the same dilemma.

Next to buying a home, a college education will be the largest expense you will incur. According to the National Institute of Certified College Planners, the average annual cost of a college education is as follows:

$16,000 for a Public University

$32,000 for a Private College

$48,000 for an Elite Private College

Paying this expense for four years with after-tax dollars will be a daunting task as demonstrated by the following chart:

PAYING FOR COLLEGE WITH AFTER-TAX DOLLARS
Tax Bracket Public Private Elite
  $64,000 $128,000 $192,000
25%* $91,428 $182,857 $274,285

28%*

 $95,522 $191,044 $276,567
33%* $103,225 $206,451

$309,677

35%* $106,667 $213,333 $320,000

*Assumes Additional 5% State Tax

In the 25% tax bracket, you will have to earn $91,428 to pay for four years at a Public University; $320,000 for an Elite Private College in the 35% bracket.

Our Ideal Client

 Clients will be most successful in working with us if:

  • they are committed to long term solutions rather than quick fixes;
  • they are open to new ideas and concepts;
  • they are willing to review their situation annually to ensure success of the program;
  • they have a strong desire to succeed; and
  • they are committed to helping their children be the best they can be.

Now that you know the kind of families that we serve, the issues we help them resolve and what they need to do to ensure their success, click on this link to learn more about How We Work.

Home | Who We Serve | How We Work | Our Services | Resources | About | Contact

Securities offered through Quest Capital Strategies, Inc., 23832 Rockfield Blvd., Suite 130, Lake Forest, Ca. 92630, (949) 830-4885, member NASD/SIPC, www.nasd.com, www.SIPC.org. Ca. Insurance License #0E43428


© 2006-2007 Berliant and Associates