College Funding
specializes in helping upper-middle to high-income, and higher net worth families reduce their
Trained in the college funding niche and supported by a team of some of the most knowledgeable, experienced experts in the college funding field,
Based out of San Diego, Fox College Funding was founded in 1999 by nationally-recognized education funding specialist and financial advisor, Deborah Fox.
Fox College Funding helps upper-middle to high-income, and higher net worth families reduce their overall educational expenses – and specializes in ‘late-stage’ college funding planning for families with a college-bound high school student.
Each family works personally with a Fox College Funding consultant who is a licensed financial advisor and a specialist in the college funding niche. We provide customized planning tailored to your family’s individual situation.
Fox College Funding received one of only four 2007 Special Awards of Excellence in Financial Planning by CPA Wealth Provider.
There are a number of companies offering services to help families qualify for more "need-based" financial aid. Our services are targeted to families who would not qualify for need-based aid.
We inform you of and help you implement a combination of proprietary combinations of academic, cash flow and tax reduction strategies that could enable you to save thousands of dollars.
For the higher income family we are most known for our signature college funding tax reduction strategy combinations that create “tax scholarships” to pay for college. A tax scholarship is any new found tax deduction that creates money you can use to reduce the cost of college.
Unlike financial aid, the higher your income and tax bracket, the greater the benefit of any tax strategy or tuition discount because it’s GROSS income you don’t have to earn to fund college.
In essence, the IRS can pay a big piece of your college expenses!
The motto of Fox College Funding is: “Providing customized planning to reduce your family’s college expenses.” To accomplish this, there are a few simple steps.
Seth will gather data from you and subsequently perform an analysis. He and a team of specialist planners will then painstakingly identify all potentially beneficial strategies that would be pertinent to your family.
(Fox College Funding utilizes a team of CPAs that support our consultants who are specialists in taking the income tax code and applying it specifically to college funding. This type of planning is not known by most CPAs. In fact, most tax preparers either give no advice to their clients regarding college funding (because it is not their specialty) or the advice they do give may not be beneficial or the best course of action for the family.)
Seth would then present a customized written plan to you to explain the combination of strategies we have identified for your family and how to implement them. At that time, you, Seth, and your CPA will determine how to proceed so you receive the most beneficial outcome for your family.
From there Seth will keep you updated on a monthly basis with information about the ever-changing college funding developments and any new strategies that arise that can positively impact your college funding plan.
You will have a trusted advisor that is on your side to provide continuing world-class, personal service.
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