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Our Approach to Financial Aid Planning
  • We will provide a brief education about how the College Financial Aid Process works and more importantly how it affects you as a family.
  • We will estimate your Expected Family Contribution.
  • Based on your situation, we will show you how you can improve and maximize your Financial Aid eligibility and help with the implementation of these strategies.
  • We offer correct and timely completion of all the required Financial Aid forms.
  • We provide support for the entire year.
  • We will create strategies to help you use as "little of your own money as possible" to educate your child, especially those families who don't qualify for very much "need-based" aid.
    The New Client Comprehensive Consultation Includes
    A brief Education about how the College Financial Aid Process works and more importantly how it affects you as a family.
    An estimate of your Expected Family Contribution
    Creation of strategies to help you use "as little of your own money as possible" to educate your child, especially those families who don't qualify for very much "need-based" aid.
    Recommendations to improve and maximize your Financial Aid eligibility and help with the implementation of the above strategies.
    Correct and timely completion of all the required Financial Aid forms, including FAFSA and CSS Profile (required by certain private schools).
    Support for the entire year.
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    * Securities and advisory services are offered through BCG Securities, Inc. Member FINRA/SIPC, and a Registered Investment Advisor. Meldrum Financial and BCG Securities, Inc. are separate and unrelated companies. Insurance products are offered through non-affiliated insurance companies. BCG does not provide Tax or Legal Advice, please consult with your tax or legal advisor regarding your personal situation. This website is not an offer to buy or sell securities. All offers are made by prospectus only.