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	Set aside (taxable)	Set aside (tax advantaged)	% You pay	Starting age	Years needed

Assumptions

College cost inflation rate: (%)

Before-tax investment return: (%)

Marginal tax bracket: (%)

Annual increase in contributions: (%)

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.