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Retirement Plan Services |
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Personal Financial Planning |
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Employee Communications |
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Education Funding Planning |
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Long-Term
Savings |
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Short-Term
Financing |
Financial Aid Planner (FAP)
Offers a preliminary walk-through of the college financial aid application
process and an aid eligibility analysis. FAP calculates the family's Estimated
Family Contribution, a key figure for future planning, breaking it down
in to manageable pieces. This tool illustrates how financial aid may play
out different schools or when there are two or more family members in
college.
Learn More:
View
Sample Report
Online
Demo
College Choice Analysis (CCA)
Provides a detailed analysis and side-by-side comparison of up to ten
college that have been identified as the student's top choices, helping
the parents and student make better, more informed college-related decisions.
CCA draws information form a database of more than 2,000 accredited colleges
and universities.
Learn More:
View
Sample Report
Education Financing Quick-Projectors
Provide quick projections or calculations, helping individuals determine the scope of their college financing needs. The various Quick-Projectors allow individual to get simple answers to questions relating to college costs and loans: "What will an affordable level of financing look like for me" or "how far will a particular monthly payment go?" Whether used individually or grouped in a suite, Quick-Projectors allow financial service professionals to run quick summaries for their clients and encourage self-service customers to periodically update their projections.
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Loan Affordability Projector |
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Loan Payment Projector |
Learn More:
Online Demos
