Retirement Plan Services
Personal Financial Planning
Employee Communications
Education Funding Planning
Long-Term Savings
Short-Term Financing
   

College Planning Proposals & "What-If" Modeling Tools
Our Proposals and "What-If" Modeling Tools create personalized college planning reports to assist individuals in making decisions about their college savings, college financing and college selection goals. We begin with the individual's key data and perform calculations that are often quite sophisticated. We then provide easy-to-understand actionable information reports that facilitate the individual's decision-making process. These tools can be customized for use as sales tools for financial professionals or for use in a self-service environment where your web site visitors can personalize the tools for themselves by performing "What-Ifs" with dynamic text and graphics.


Quick Projectors
Quick Projectors answer specific questions about college costs, college saving and college financing. Intuitive and easy-to-use, these calculators provide the individual with college cost quotes, saving growth projections, and loan affordability projections. Whether used individually or grouped together in a suite, Quick Projectors are invaluable to financial service professionals who may "run the numbers" for their client as well as to the self-service visitors to your site who want to run the numbers for themselves.

   
Education Funding Planning