Smart Search is web-based software that allows advisors, students and parents to quickly and easily identify colleges where the student may be able to Get Into College and Get Aid™, and which colleges the family can afford based on the personal resources the family can pledge for college education. Smart Search addresses college selection, financial aid, tax aid and the use of the family's personal resources to pay for college, but places greater emphasis on searching for colleges based on admissibility and affordability.
Provide quick and easy answers to these important questions:
The College InSource Partner Program allows financial advisors to partner with Troy Onink in offering a consultative college planning service focused on delivering each client’s best strategy to pay for college while preserving assets and income for retirement. To learn more about College InSource, please email us at firstname.lastname@example.org.
Read Troy Onink's article, Integrate college and retirement plans, in Investment News on why a consultative approach is so important.