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Key Facts...

In 2005 $2 trillion was spent on health care services in the United States. On average, each person was responsible for a total annual health care bill of $6,700. Is your health insurance plan working for you and your family?

Source: National Coalition on Health Care. Catlin, A, C. Cowan, S. Heffler, et al, "National Health Spending in 2005." Health Affairs 26:1 (2006).

Health care costs in the United States rose an unprecedented 6.9% in 2005, more than double the rate of inflation. These costs are expected to rise at similar levels for the next decade. Protect your health and your wallet by investing in a health insurance plan that is right for you.

Source: National Coalition on Health Care. Catlin, A, C. Cowan, S. Heffler, et al, "National Health Spending in 2005." Health Affairs 26:1 (2006).

Long term care can be expensive. According to the newly released survey by Genworth Financial Services for 2008 the average annual rate for a private nursing home room in San Jose , California is $89,973 – up 17% since 2004. The demand and cost for in-home care are also on the rise. And, we face an impending caregiver shortage that could drive costs even higher in the near future.

Most Americans are unprepared. Learn about expected costs and make sure long term care is part of your overall retirement plan.

College Funding Services

We provide efficient and effective assistance to you and your student to secure maximum Grant and Scholarship funds which help offset increasing college costs. We are here to answer one of your most important questions; “How do I continue my lifestyle and pay for college for my student?”

The average cost of a 4 year college education today is $40,000 - $120,000. If you are like most folks you’re probably thinking you will end up mortgaging your house or spending your life savings. Even worse, if you don’t have enough equity (as many people today) or savings in the bank, you’ll end up sending your child to the least expensive school rather than the best college they can get into.

We provide college financial counseling services in the South Bay area. I guarantee you will discover how to beat the high cost of college – or you don’t pay me a single dime – guaranteed in writing!

Call me for a free consultation today and find out:

Why many middle class and upper class parents pay close to nothing for there children’s college education!
Why High School guidance counselors can be hazardous to your wealth!
How to send your child to an expensive private school for less than a State school!
How to pick colleges which will give you the best financial aid packages – more free money, less loans!
How to fill out the complicated financial aid forms accurately and on time!
How to locate and apply for every “needs based” Grant or Scholarship you are eligible for!
How to pay for your child’s education on a tax favored basis!

Many of our additional Services include but are not limited to:

Preparation of FASBA forms.
Assistance in the preparation of the college financial aid forms.
Discovery Tool to assist both the parent and student in the determination of college selection based on financial need, grant and scholarship funds available, student major, interests, student academics and geographical and demographic needs.
Develop turnkey tracking of college Grant and Scholarship applications.
Assistance in working with college financial sercies officer to increase allocated available dollars.
Develop long term strategy for current student and future students entering college.
Tips on maximizing results of the application strategies.
Live person for support for student and parent.
Provide a monthly newsletter to assist in the development of financial strategies to increase Grant and Scholarship funds for future years.
Provide tax benefited funding alternatives for college costs not covered by Grants or Scholarships.

If you would like to learn more about this service just ask me.

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