College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and you pick up a few tips from us on how to use your household cash.

It’s not too late!

Our College Financial Planning Services can help you…

  • learn how to gain financial aid even if you don’t qualify for need-based money.
  • use the IRS to pay for up to $9,000 of your student’s money for college.
  • learn that private colleges can be just as affordable as state colleges, even when the initial tuition amount is more than twice as much.
  • earn money while searching for money to pay for college.
  • pay for college, save thousands toward retirement, and pay off your mortgage in record time!

College is an investment in your child’s future. It may be tempting to take the loans that are offered in abundance to pay for this critical investment in your child, but loans are not the only option.

Ask to speak to one of our College Financial Planning Specialists for information that could be valuable to your future, as well as that of your child.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (406) 599-1520 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

Our Company has been working with Bonnie for over 20 years.  She is very knowledgeable and has exceeded all our company’s financial needs.  Always very professional, her goal to advise and support her clients with their best interest her main focus.  Personally, as the Corporate accountant working closely often on a daily basis with Bonnie, she has taught and guided me while being patient and considerate.

-Kathy Hackman, King entities

Exceeded all our Company’s Financial Needs

Bonnie has been an integral part of our Corporation’s business for well over 13 years. Bonnie is incredibly professional and knowledgeable, but also provides services with a casual and friendly demeanor, in such a way, that she not only is a valued asset as our accountant, but someone we consider a friend.

-Sharon King, AKD

Incredibly Professional and Knowledgeable

NEW STRATEGY FOR YOUR FINANCES