Shirley White-Stevens, CFP®,CCPS
College Counseling Services by Shirley White-Stevens, CCPS
College Counseling Services
Here are some ways we can assist you:
| Paying for College Strategies | Student resources Grants and scholarships College loans Alternative loans College admissions issues |
| Saving for College Strategies | Section 529 plans Coverdell Education Savings Accounts UGMA/UTMA Roth and traditional IRAs Tax-efficient mutual funds Associated investment planning strategies |
| Advanced College Funding Strategies | Academic strategies Funding college and retirement simultaneously Hope and Lifetime Learning tax credits Parent and child tax planning strategies Coordinating investment contributions and withdrawals Estate planning considerations for parents and grandparents |
CCPS
Wondering how best to meet today's expenses, help with your children's education, and provide for your own retirement?
Certified College Planning Specialist (CCPS):
"... is first of all a financial planner in good standing - someone who knows the ins and outs of managing your money. But more important, a CCPS is a financial professional who has met the rigorous certification requirements specified by the National Institute of Certified College Planners (NICCP), who has received extensive training and continuing education in college financial planning and possesses the skills and experience necessary to build an effective financial plan for you."