Securities offered through LPL Financial, Member FINRA/SIPC.Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Type A Financial, a registered investment advisor. Financial Advocates Investment Management, Type A Financial and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: CA, FL, OR, UT, WA. 


Society of Financial Awareness is unaffiliated with LPL Financial.

Copyright 2018 Type A Financial. All Rights Reserved.
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COLLEGE PLANNING

Attending college is a big milestone and choosing the best institution for your student is a major family decision. A critical component of the application process is researching the best financial strategy for funding and paying for school.

Our services include:

 

PLANNING PHASE:

 

  • Assistance in understanding how your financial plan will impact your EFC (Expected Family Contribution)

 

  • Assistance researching what the total cost of attendance will be at your student’s top choice schools

 

  • Personalized financial aid timeline

 

APPLICATION PHASE:

 

  • Assistance with information gathering

 

  • Assistance with completion of FASFA, CSS and other financial forms

 

  • Helping you communicate directly with the student financial aid offices at your student’s top choice schools

 

ANALYZING OPTIONS / FINAL PLAN PHASE:

 

  • Analyzing award letters (including merit and need-based scholarships and loans)

 

  • Comparing your family’s final estimated out of pocket costs by school to help you in the final selection process

 

  • Final funding strategy including loan education and advice