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College Graduation

College Planning News

Welcome to Palma Financial Services, Inc.‘s college planning section. Find tips and suggestions for your, or your loved one’s, education goals.

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College Planning Solutions

US News College Savings

Recent Interview with US News on College Saving Plans

I was recently interviewed by US News Education on what are the best types of College Savings Plans. It was a great experience to share my own plans that I put in place years ago for my daughter. Seeing the results of that plan in my own life has only made it easier to help benefit my clients.

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Appeal Letter: 2015 Successful Outcome

Actual Case: Financial Aid Appeal Boosts Award from $12K to $64K!

We’d like to share a recent success story that demonstrates how Palma Financial Services works with our clients. One family applied for financial aid so their daughter could go to her dream school, Duke. The school’s original award offer was $12,625. One of our experts intervened on her behalf, and Duke revised their financial aid award offer to $64,600! A successful negotiation netted this family an extra $51,975 of free financial assistance for their daughter’s first year of college! Multiply that by four- years of college and our appeal yielded more than $200,000 of additional financial aid for this family – on top of the original award offer!

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