College Planning

Help Your Clients Plan For The Rising Cost Of Education


Our College Planning Services offer a comprehensive college planning service for your clients.


Our plans may allow you to offer your clients the opportunity to accumulate money that may be used help pay for a child's education. 


The College Planning Division (“CPD”) pays close attention to the needs and desires of each student and customizes a personal planner for each student. Features that are available for students of any age include:


  • 1. A Personal Planner filled with important information.
  • 2. Review of the Free Application for Federal Student Aid (FAFSA), to determine accuracy and thoroughness.
  • 3. A scholarship search, utilizing a rapid on-line service to determine all the scholarships that your student matches, for possible awards.
  • 4. The College/Career Exploration will assist the student in deciding on the appropriate college, based on specific needs and desires of the student.
  • 5. Assistance in locating grants.
  • 6. An 800 number Hot Line to access a representative.


If you have clients who see a college education in their children’s future, one of the most precious gifts they can give their children is the opportunity to attend college and receive the training and higher education that they will need to succeed in the high pressure world we live in. The ever increasing costs associated with attending college, and the idea of being able to afford it, makes college a seemingly unattainable dream.


Why do your clients need college planning services when there is nothing involved that they can’t do for themselves? It is true that one can complete this entire process themselves. The catch is, will your client do it? Do they have the resources at hand to research the answers to all their questions? Do they have the expertise to understand and assimilate all the information that is available to them? More importantly, do they have the time required to accomplish these things in a timely manner, in order to meet deadlines?


ISM is happy to be in the position to help parents and students achieve their educational goals. A college education is one of the most valuable assets available today.


The CPD is a planning service. ISM does not provide tax or legal advice. ISM does not make student loans and does not make any guarantees that any loans or grants are available to any individuals.

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A child born today will need well over $222,466 for a four year college education in a public college, and a staggering $437,982 or more in a private college.

— College Board Annual Survey of Colleges College Costs Calculator, January 2020 

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