What is our best strategy paying for college while saving for retirement?
About MichaelJPFitzgerald, CPA/PFS, CFP, MSTAX, CCFP, CCFS
Our Expertise
With over 24 years of experience in the college and retirement financial planning industry, Michael JP Fitzgerald, CPA/PFS, CFP, MsTAX, CCFP, CCFS has helped parents and students get paid to attend top colleges across the country. Our team consists of knowledgeable and experienced Certified College Funding Specialists who stay up-to-date on the latest admissions trends and requirements to getting paid, versus have to pay to attend college.
Our Approach
We take a holistic approach to college financial planning, considering each parent's unique financial situation and then develop a customized multi-prong attack plan to focus on ways to reduce the overall cost of college. Is the goal to get in, or is the goal to get it paid for? Our goal is not only to help parents help their kids get accepted into the right fit college, but also to set them up for success once they get there. But, more importantly how do we get them out with out destroying your finances in the process?
Our Services
We offer a variety of services including, determining your Cost of Attendance (COA), Pre-EFC/SAI projections, how will you EFC/SAI be calculated (FM, IM, Consensus or all three), college need-based financial aid options, college merit-based financial aid options, as well as, the creation of tax scholarships. We will help you determine how debt will effect the overall cost of attending college. Our Certified College Funding Specialists are available to meet with you in person or virtually, and we offer flexible scheduling to accommodate busy students and families.
