Will my savings accounts, stocks, and other financial market accounts impact financial aid?

It Depends. The value of retirement accounts do not count against you on FAFSA, although the contributions in a given year are added to the EFC. Non-retirement accounts (non-qualified) are assessed on FAFSA for all children and after a certain threshold level for parents. If you have assets that count against you on FAFSA it will decrease your ability to receive financial aid.

EPR will evaluate your assets and provide those thresholds so that you can stay below them and increase the grant money you may receive from colleges.

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Our Company Mission

Help parents with the funding of their children’s education from grade school through college, placing a greater emphasis on knowledge-based solutions, reducing student and parent loans, while positively impacting your retirement.

We want to provide parents with a custom strategy instead of a “one-size fits all product solution.”

The Philosophy

At EPR, we believe every student deserves a chance to obtain an education at the college that fits his or her goals, without sacrificing the choice due to cost. We believe that families should not sacrifice their retirement or lifestyle because of uncontrollable levels of debt, and they should be able to enjoy sufficient income throughout their lifetime.

Will my savings accounts, stocks, and other financial market accounts impact financial aid?

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