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Robert Zimberg, president of Financial Mountain Inc, earns his CCPS Designation.
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Financial Mountain and Robert Zimberg featured in NAPFA Article.
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It is our pleasure to announce that Financial Mountain Inc. has added a new service to our comprehensive planning services. Robert Zimberg has completed his designation as a Certified College Planning Specialist (CCPS). This is a remarkable program offered by the National Institute of Certified College Planners (NICCP) that offers FMI tools that will greatly reduce the impact of this major expense.
Traditional college planners focus primarily on saving, investing, and financial aid. Many families simply cannot save enough, and to add insult to injury, cannot even qualify for any financial aid at all.
The CCPS Program uses less-traditional methods to bring this expense to an attainable level for almost any family. We can help you identify the true cost of college, reduce the sticker price, use your existing college funds more efficiently, reduce the need for student loans, and even use other people’s money to pay for college!
Inflation for a University education is estimated to be about 10% per year. With the cost of college growing at this rate, families can no longer afford to wait to start planning. Even if you don’t have children or grandchildren of your own, many of you know families that have children of appropriate college planning age. Let them know that help is out there. Our strategies can work for families of all income levels. We can help to take some of the pain out of this major expense.
If you would like to learn more about the NICCP or the CCPS designation or if this service is something that interests you, please contact us to talk more about it. Find out how many of the 2,734 planning strategies will work for you.
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