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  • FAFSA – Application to Receive Financial Aid

    The Free Application for Federal Student Aid is the form you must complete to determine your eligibility for student financial aid. Affording college includes tuition, room and board (if applicable), equipment, supplies, textbooks, and fees. Financial aid can help cover the cost of attendance

  • Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

    Brand:Backer
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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.

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