UNIVERSITY COLLEGE ADVISORS
Anglia Advisors is proud to partner with University College Advisors, a comprehensive educational consulting service designed to meet the educational needs of emerging college students and their families.
The college admission process is becoming more and more competitive while the complexity and cost of attending college continues to rise to alarming levels. University College Advisors (UCA) provides the tools that the families of college-bound students need to navigate the challenging world of college admission and enhance the students' application profile.
Clients will pay a single fee to UCA and Anglia Advisors's financial planning expertise and advice will be bundled in with UCA's services for no additional cost.
As part of the UCA package, Anglia Advisors will offer clients:
Customized overview of education funding options for ALL family members
Customized contribution schedule recommendations for ALL family members
Customized college cost projections for ALL family members
Education-related asset allocation recommendations for ALL family members
Overview of various federal financial aid options
Expected Family Contribution conceptual overview
Broad overview of FAFSA and CSS applications
Provision of external information sources
Student loan debt strategy recommendations
Available in-person meeting lasting approximately 1 hour***
A fully customized report summarizing the client's situation and recommendations delivered electronically in PDF format
Access to future newsletters and other ongoing informational financial planning materials from Anglia Advisors
*** Meetings may be conducted in-person if held in New York City or on Long Island, NY. Meetings in other locations may be held by videoconference.
UCA clients will sign a client engagement agreement directly with Anglia Advisors, providing them with the same regulatory protection and standard of fiduciary care enjoyed by all Anglia Advisors clients.
UCA is a proud member of the Independent Educational Consultants Association.
For more details on University College Advisors's services, go to their website at www.universitycollegeadvisors.com
Anglia Advisors has entered into a service provision agreement with University College Advisors, but the firms and principals are otherwise not affiliated in any way, nor is Anglia Advisors a member of the Independent Educational Consultants Association.