College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin
Case Studies

The purpose of these case studies is to show you how we might work with some of our
clients and the results that are often produced.  Although we cannot guarantee the same
results for every situation, the following profiles are quite indicative of the results
produced. These are Short Term Strategies – Student entering college in 1-3 years

Generally we see all of our clients fall into one of four categories.  To see actual case
studies of clients in each category, click on the links below.


Business Owners Qualified For Financial Aid

W-2 Wage Earners Qualified For Financial Aid

Business Owners Not Qualified For Financial Aid

W-2 Wage Earners Not Qualified For Financial Aid
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Strategies You Can Apply

Minimize your state and local tax refunds during college
years. These refunds are often added back as income on
your tax returns.