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Services We Provide
Fox College Funding provides late-stage college funding planning for families with a college-bound high school student. We specialize in helping upper-middle to high-income and higher net worth families reduce their college expenses. Each family works personally with a Fox College Funding consultant who is a niche specialist in college funding, providing customized planning tailored to your family's individual situation. We inform you of and help you to implement a combination of proprietary academic, financial, and tax strategies that could enable you to save tens of thousands of dollars. Your personal consultant will gather data from you and subsequently perform an analysis. Your consultant and a team of specialist CPAs will then painstakingly identify all potentially beneficial strategies that would be pertinent to your family. Fox College Funding utilizes a team of CPAs that supports our consultants who are specialists in utilizing the income tax code to apply it specifically to college funding. This type of planning is not known by most CPAs. In fact, most tax preparers either give no advice to their clients regarding college funding (because it is not their specialty) or the advice they do give may not be beneficial or the best course of action for the family. A customized report is then presented to you to explain the combination of strategies we have identified for your family and how to implement them. At that time, you, your consultant, and your CPA determine how to proceed so you receive the most beneficial outcome. At this point, your consultant keeps you updated on a monthly basis with information about the ever-changing college funding developments and any new strategies that arise that can positively impact your college funding plan. You will have a trusted adviser who is on your side to provide continuing world-class, personal service. To follow are some of the things you will learn by working with Fox College Funding:
Our Fees Our fees are based on the complexity of your college funding plan. Our initial planning fee range is: $995 (basic), $1495 (business owner), or $1995 (complex plan). Most plans fall under tiers one or two. There is a discount for planning for multiple children. In addition, we charge a $39 per month membership fee for ongoing support since each plan involves multiple years. Our members receive special offers and discounts that are not available to the public. We will not accept you as a client unless we feel we can provide you with services and an outcome that will exceed your fee. We are so confident of the value of our services that we offer you a 100 percent satisfaction guarantee. If we don't show you how to reduce your college expenses or you don't feel the planning we have engaged in together and the information and support we have provided you was not useful and its value to you didn't exceed the fee you paid, we will be happy to provide a full refund. Delegate the college funding process to us so you can relax! Click here to find out what a college funding consultant can potentially do for your family. |
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