Comprehensive Needs Analysis To Answer Your Financial Questions About College Funding

Education Funding Goals

Use this tool to create a professional college funding analysis for your clients and prospects. After completing the information, click the Submit button to generate a PDF report.
Contact Information
Client name First      Last  
Spouse name First      Last  
Address  
City  
State  
Zip  
Phone  
Advisor Information
Advisor name  
Title  
Company name  
Address1  
Address2  
City  
State  
Zip  
Phone  
Dependent Information
Dependent's name Date of birth (mm-dd-yyyy) Name of school Current annual cost Amount set aside (taxable) Amount set aside (529) % You pay Starting age Years needed
Assumptions
College cost inflation rate: (%)  
Before-tax investment return: (%) help
Marginal tax bracket: (%) help
Annual increase in contributions: (%)  
   

Additional Information

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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