~Sending your kids, not your nest eggs, off to college~
Celebrating the end of one stage and the start of a new one
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Banking on 529 plans & savings to cover college costs
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Helping your children settle in
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Fighting back the tears of letting go
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Realizing too late that college financial aid offices have put your nest egg to rest
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The College Funding Architects Brand: Passionately Providing Parents With A Peace of Mind
The Educational Financial Planning Forerunner Wears Passion, Not Common Consensus
The workshop participants filter into the boardroom one by one, each one with a different purpose for being there. The presenters engage excitedly in conversation as they discover six degrees of separation and connection in their experiences. Before the event begins, networking commences. Conversations bubble over with interest as each participant shares information about their companies. But one lady stands out among the crowd. Others are energized and quite surprised by the passion behind her platform. It isn’t a typical elevator pitch; it is a call to action to help parents who want their children to go off to college without sending their nest egg with them. She breaks the mold about the appearance and demeanor commonly associated with people in the financial services field. She simplifies money matters into common sense tips determined to save parents cents. She is a wealth of knowledge, offering sage advice to help parents negotiate the right price for college costs.
Her sincere purpose in helping parents with their children’s college future has made her an advocate for them. She doesn’t just see a customer, but someone who is just like her: a parent who wants the very best for her children.
Strength and honor are her clothing. She has no fear of the future; with her as your college funding advisor, neither will you.
Michele Larson’s personal brand embodies what College Funding Architects represents.
Our Mission:
We help parents uncover little-known strategies and unique funding resources so they can better manage their finances throughout the critical college years. In addition to being college advisors, we are wealth architects and are equipped to help you manage the expense of college as efficiently as possible.
Our Brand:
DIRECTION, CONFIDENCE, CAPABILITY, PEACE OF MIND, CERTAINTY.
People are drowning in information and what they really want is knowledge. They want to know that they are making the right financial decisions.
College Funding Architects is here to help.
Our Services:
I am a College Financial Planner. I show families how to pay for college without jeopardizing their retirement. I provide direction and education for families on how to reduce the impact that college costs have on their savings! I also instruct families on what to do to make sure they pay as little as possible for college. Although I am happy to provide guidance to any family that wants to send their children to college, the people that I help the most are those that have incomes greater than $75,000. People that make less than that are often able to receive aid without my help. Also, I would LOVE to meet families that are curious about how to save money for college for their grade school and middle school children.
College Funding Architects shows parents how to do the following:
- Take Steps to Significantly Lower the Total Cost of College
- Maximize Cash Flow and Pay for College in the Most Efficient Way
- Re-allocate Assets to Maximize Financial Aid Qualification
- Understand the FAFSA & CSS/Profile
- Provide College Funding Solutions
- Assist with Cash Flow Management
- Eliminate Wasteful Spending
- Maximize Retirement
- Reduce Taxation
Our Impact:
There is so much uncertainty in the world today about how people spend (and save) their money is making a critical difference in the quality of life that they will have in the future. I know that I can’t meet everyone – – but for those people in my sphere of influence, I would love to make an impact on their financial lives. So many people today are on auto-pilot when it comes to their money that their future standard of living is in jeopardy. People are failing in retirement today because they did not pay for college correctly. I want people to know that it doesn’t have to be them.
I have not seen any other companies in Jacksonville that can provide the same expertise and knowledge that I bring to the table. For the past five years, I have committed myself to learning as much as I can about how the college funding process works, and how to structure a financial plan to pay for college most efficiently.
Our Vision:
I would love to have a team of people that work with me. I envision having satellite offices in other parts of the country. I believe that this information needs to reach the masses and I would like to be a part of getting the word out.
Our Views on 529 Plans:
I guess what parents need to realize is that most pre-paid plans only cover tuition. Colleges know this – so they are not raising tuition as much anymore. You will find costs increasing in other areas, like fees and room and board. Today, for example, tuition is around $6,500 – – total college costs are around $22,000. Guess who has to cover that gap? And, if you start a pre-paid plan when the children are young, it may turn out that a “state school” is not the best-fit school for your child. Finally, what if the “college experience” we have today is nothing like what it will be in 10 or 15 years. There is so much technology out there that I am worried if parents put money in a pre-paid plan, by the time their child goes to college, there are other options available.
Our College Planning Tips for Parents:
Meet with a Professional– – College can cost between $80,000 – $100,000 PER CHILD. College should be treated as a major investment…because it is! Make sure that professional is training in “College Funding”. (Did you know, for example, that a 529 PLAN can actually increase how much you have to pay for college?)
Educate Yourself – – I know life is busy – – but, there is no “do over” when it comes to this large of an investment. Make the time to find out what you need to know.
Start Early – – You will be so much better off if you can start a financial savings plan for college in grade school – – rather than when your son or daughter is a Senior in High School
The Michele Larson Brand: A Woman Dedicated to the College Planning Cause
About Michele Larson
As an experienced, Certified College Funding and Wealth Architect, Michele Larson works with families to help them create a financial plan to pay for college AND retire successfully. Her expertise has helped families across the country save tens of thousands of dollars off the cost of college.
After personally discovering what the “true cost” of college is and the impact it can have on a family’s financial future, she decided to specialize in college planning to better prepare families for one of the most expensive periods of their lives.
Michelle’s Journey
When I was in my 20’s, I had the great fortune to work with a motivational speaker, Tony Robbins. The ups and downs of running a business were emotionally trying, and I was able to use the information that I learned with Tony Robbins and the other mentors I met through my involvement with him to have the right attitude to succeed.
A few years ago, I met a college funding advisor, and had my eyes opened to the financial devastation that college costs are having on families. And, my husband and I were unknowingly headed down this path. We had 529 Plans and thought we were doing what was necessary. Little did we know that 529 Plan can actually INCREASE your cost of college. I was grateful that I learned what I learned and decided to share this information with as many people as I could.
I have been a College Funding Advisor for almost five years. I started in California, and opened my business here in Florida when my husband relocated to this area. My office is actually in Fleming Island, but I have clients all over greater Jacksonville, including St. Augustine, Ponte Vedra, etc.
My favorite title, though, is mom and lessons I learned from my kids are too many to list here.
Michele Makes Her Entrepreneurial Experiences Her Classroom
The one lesson that I have learned during my first year of business and I would offer to someone new to business ownership would be the following: Never give up! There will be hard times, there will be times that you feel like you are going to make it. But, just hang on – – believe in yourself – – believe in what you are doing – – success is just around the corner. As a businesswoman, I have found that integrity, passion, expertise, understanding and the desire to help are effective qualities to have to be a leader in your field. And, of course, I am here to help anyone in her journey to becoming an entrepreneur.
Think about it. Would you want someone who is more passionate about the numbers or your needs? Don’t delay planning for your child’s future. Choose a company who wants you to remember the times while in retirement instead of mourning the loss of a hard-earned nest egg.
Attend the next College Funding Architects workshop!
COLLEGE COSTS ARE COMING…
ARE YOU READY???
FREE WORKSHOP
The decisions you make today will have a PROFOUND impact on your financial future!!
The world of college funding is filled with myths and misinformation. During this workshop, you will learn:
- How the college funding process works
- What parents can do to lower their cost of college
- The pros and cons of the college savings vehicles available
If you are sending a child to college now or in the future, you could spend $100,000 or year per child! College is a MAJOR investment. Come to this workshop to ensure that you are armed with enough information so that you can make educated decisions for your long-term financial success.
Tuesday, October 7th
6:30 p.m. – 8:00 p.m.
1845 Town Center Blvd
Building 110 – Conference Room
Fleming Island, FL 32003
How To RSVP?
Scan / Email / or Call: 904-625-0299
Michele@CollegeFundingArchitects.com
Can’t attend this event? Sign up for our next webinar.
Go to www.collegecostscut.com or SCAN.
It’s never too early to start planning for the most expensive time in your life…
Contact College Funding Architects today!
WEBSITE: www.collegefundingarchitects.com
FACEBOOK: https://www.facebook.com/CollegeFundingArchitects
LINKED IN: https://www.linkedin.com/profile/view?id=41846097&trk=nav_responsive_tab_profile
College Funding Architects
1845 Town Center Blvd., Suite 110F
Fleming Island, FL 32003
904-625-0299
30.093793
-81.711247