College Planning
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We’re here to help you navigate financial planning for higher education.

What We Offer

At Prodigy College Planning & Retirement Solutions, LLC, we’ve compiled helpful college planning information to help you and your family ace financial planning on the road ahead.

Education Services

  • Student Portfolio Development and Assessment
  • Personalized Private Student Interview
  • Road Map for Success
  • SAT/ACT Prep Course
  • Personalized College Scholarship Eligibility Report
  • Admission Application and Essay Review
  • Access To All Right Fit Group Coaching Expert Sessions and Coaching
  • Documents/Toolkits

College Funding Strategy

  • Calculate Expected Family Contributions (EFC)
  • Provide Planning Recommendations to Reduce EFC
  • Provide Recommendations for Best Way to Pay Your Share of College Costs
  • Provide Cost-Efficient Borrowing Strategies to Help Keep Financial Goals in Line
  • Provide Strategies That Legally Protect Your Savings and Retirement Accounts from Financial Aid Formulas

Financial Aid Data Gathering and Processing

  • College Planning Checklist/Roadmap With All Timelines and Deadlines
  • Complete Free Application for Federal Student Aid (FAFSA)
  • Register and Complete CSS PROFILE
  • Advise and Counsel on Stafford and PLUS Loan Applications
  • Provide Protection from Being Overlooked for Grants, Scholarships or Loans Due to Mistakes in Your Financial Aid Forms

Appeals/Added Services

  • Professional Evaluation if Your Offer Was Fair
  • Provide Easy-To-Use Parent and Student Manuals
  • Interactive Online Page for Each Parent/Student
  • Unlimited Support for Parents and Students

Workshop Video

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 567.288.2251