office (415) 469-8862
fax (415) 469-0175

College Financial Aid Planning

 Summit Financial Advisory Services assists families like yours to effectively prepare for college admission.  We provide action steps and tools to help your child achieve scholarship and financial aid success.

We assist you in how to obtain your fair share of financial aid.

We will determine whether or not you qualify for financial aid and how to best finance college education. We will then coach you with the steps to take to achieve financial aid & scholarship success. We will advice you with realistic approach to save and invest for retirement and how to maintain your current life style

Summit Financial Advisory Services is able to advise you in how to effectively finance that portion of college costs not subsidized by financial aid. We also provide financial strategies which you can use to best finance your child’s college education, maintain your current lifestyle and at the same time save and invest for your retirement.

Summit Financial Advisory Services is not a scholarship search service and does not and cannot guarantee financial aid. We work with our network of College Planning Experts and State of the Art software. Our process for Academic and Scholarship Planning starts with helping you identify which colleges are best suited for your child.  We assess your child’s personal profile and match possible college majors and careers.

 

 

 

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