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College Planning Services

Sending a child off to college is one of the proudest milestones of a parent’s life. But it can also create anxiety. Especially over how you can afford the ever-increasing cost of college … provide for your family’s other needs … and still manage to save enough for your own retirement. If you’re like most parents, you’ve probably tried to set aside some money for your child’s college expenses. And, if you’re like most parents, you probably don’t know that saving money is only one strategy.

Explore Our College Savings Calculator

Regardless of your income level, Maier & Associates College Planning can help.

We will help you find ways to prepare for your child’s college education – while staying on track with the rest of your financial goals. Check the background of our firm on FINRA’s BrokerCheck.

We Will Do It By:

  • Helping you develop a college savings plan

  • Repositioning your investments

  • Re-tooling your retirement strategies and re-allocating assets to change your qualification and tax status

  • Obtaining education tax incentives

  • Matching your child’s interests and skills with schools where he or she will qualify for the most institutional financial aid

  • Using a variety of tax, employment and fringe benefit strategies available to business owners

  • Helping you apply for grants, loans, scholarships and any other financial aid for which your child might be eligible

Our Commitment

We can help you no matter when college starts. Whether your son is a newborn you want to get off to an early start, or your daughter is entering her senior year with little or nothing in place, our goal is to help you lower your out-of-pocket costs for college and make sure you’re “ready for school.”

Meet Our Team