College Planning Specialists
BIX Equity Management, Inc.
We specialize in helping families with College Planning for financial aid. We are Mortgage/Real Estate Brokers, Registered Investment Advisors and College Planners in the financial industry for over 10 years. We are totally committed to offering sound investment advice and assist families to obtain the maximum financial aid available to them based on individual family needs. Through careful planning and analysis, we strategically determine the best financial options for you that will offer the most college financial aid possible. Just like a CPA can save their clients thousands of dollars in taxes when preparing tax returns, we do the same for families who have college bound students by preparing them for the financial aid process.
As mortgage brokers, after working with clients’ financial affairs it became clear that most families are just not prepared for the burden of college tuition. We began to create financial plans for families who have high income and those who had little money saved for the cost of college with no idea what to do, making the cost of college as affordable as possible.
We are now holding workshops to show prospects that there are ways to get financial aid regardless if you have too much money or equity in your home. It gives us great pleasure to know that we were able to assist young adults get into a great college and a head start on their career path.
Hopefully we will have the opportunity of working with you sometime soon. Please feel free to contact us with your questions.
College Planning Specialists
BIX Equity Management, Inc.
199 California Dr. #200
Millbrae, CA 94030
650-697-4888
raffi@bixx.com
www.bixcollegeplanning.com |
