Families with incomes of up to $100,000 may be eligible for college financial aid. Our clients have received as much as $40,000 per year in grants- money that does not have to be repaid...EVER! 

We provide free, no obligation consultations...
Our office locations are conveniently located in Setauket, NY. We are also available for in-home appointments.

We file all forms and applications necessary to receive aid...
All forms are filled out and filed on time- approximately fifteen in number per student. New forms must be filed annually, and over 90% of our clients renew our service each year.

We file appeals...
We will file an appeal and further negotiate the award if extenuating circumstances exist, with any college selected.

We are Professional Financial Planners...
Licensed with New York State, we will review your assets to get you maximum financial aid.

We are available year round to answer your questions.

The forms we complete and services we provide annually for the average client:

  • CSS Profile application on line: Secures free grants at private colleges.
  • Individual college forms: Required by most colleges. Maximum of four per client.
  • FAFSA form after January 1st: Federal form required by ALL colleges.
  • Federal student aid report: Completed, then corrected after the filing of tax returns.
  • New York State TAP application: Completed, then corrected after the filing of tax returns.
  • Submission of signed tax returns to colleges: Verification worksheets completed
  • Loan applications and promissory notes: Both Stafford and Perkins loans.
  • Non Custodial form: For those whose parents are separated or divorced.
  • Appeals: Should aid be less than the difference between the expected family contribution and the cost of the college.

   

© 2008 Omega Planning Associates | 100-31 S. Jersey Avenue | Suite 31 | E. Setauket, NY 11733
Member NASD/SIPC • Securities offered through Cadaret Grant & Co., Inc.