McHenry Capital, LLC
McHenry Capital, LLC
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    • Our Program
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    • Home
    • About
      • Our Program
      • Our Clients
      • Our Team
      • Our Locations
    • College
    • Return on Life
    • Resources
      • Blog/Newsletter
      • Client Portal
      • Our Fees
    • Contact
  • Home
  • About
    • Our Program
    • Our Clients
    • Our Team
    • Our Locations
  • College
  • Return on Life
  • Resources
    • Blog/Newsletter
    • Client Portal
    • Our Fees
  • Contact

College Planning

Do you have a plan in place to pay for your family's higher education needs?

The average cost of college these days is over $25,000 per year at a public in-state 4 year institution.  Out of state is over $44,000 per year and private now tops out over $54,000 per year (Source: educationdata.org). 


Are you prepared for this? Do you have a plan in place for paying for the cost of college for your children? Do you understand the student based financial aid system?


We help our clients specifically address the cost of college by creating a plan for them. This plan addresses all of these issues to ensure you are ready and helps you take advantage of all the specific benefits your child may qualify for based on their situation.

We help you answer these questions

  • Will we have to pay the school’s sticker price?
  • How much will we be expected to pay out of pocket at selected schools?
  • Which schools should our child apply to in order to get the best financial deal in the form of financial aid and scholarships?

  • Are we candidates for financial aid?
  • How much financial aid could we expect?
  • How much in free money (scholarships/ grants)?
  • Can we increase our financial aid eligibility? How?

  • What merit-based scholarships, at selected schools, is our child eligible for and what are the requirements to obtain them?
  • How can our child get more free money for college?
  • Would test prep benefit our child? In what ways could it reduce our college costs?

  • Are 529 Plans an appropriate choice?
  • Which other savings options may be better, in light of our circumstances?
  • Will we qualify for tax credits? How much?
  • Should we set up a trust account for our student? Would it drive up or down our college costs?

McHenry Capital, LLC

Leavenworth l Wenatchee l Bellevue l Austin l Houston

888-968-9815

info@mchenrycapital.com

McHenry Capital, LLC is a registered investment adviser in the state of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Copyright © 2023 McHenry Capital, LLC

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