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STUDENT LOANS

Learn about federal student loans repayment plans

Get help from Next Gen, a professional finance coach with advanced experience on wealth and financial scaling. Make the most out of your education, or your family’s future.

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Tuition on the Rise

Luckily, Next Gen is here to help. As innovative financial planners, we provide a comprehensive approach to tackling tuition costs, uncovering access to potentially lower loan rates, student loan refinancing options, and money-saving tips on how to make the most of your borrowed funds. Through research and due diligence, we at Next Gen can show you the best way forward in terms of financing a college degree while mapping out a practical plan.

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High Impact Results

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SATISFIED CLIENTS

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CLIENT SUCCESS

5M+

DOLLARS MANAGED

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Funding Your Family’s Education

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Expected Family Contribution

Our team is comprised of experts who offer personalized guidance through the EFC process and provide tailored advice so you can make sure your children have the best possible financial start. We can help walk you through this complicated step.

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Tax Breaks

We help you take advantage of educational tax breaks when it comes to paying for college or continuing education. Next Gen provides an innovative service that ensures those looking to further their education are able to maximize their eligibility for these tax benefits and maintain financial balance.

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Loans and 529 Plans

We passionately help our clients make college more affordable. We provide guidance with student loans and other options, such as 529 plans. Investing in education is a surefire way to maximize your financial resources, yielding abundant returns, paving the path towards success.

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Latest Articles -Investing

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Mastering Your Finances with San Diego Tax Planning Services at NextGen Financial Planning

August 6, 2024

Navigating the complexities of taxes can be daunting, especially for residents and small business owners in San Diego. To achieve financial success and stability, strategic tax planning is crucial, ensuring that you effectively manage your tax obligations year-round. In this article, we will delve into the fundamentals of tax planning, spotlight the unique San Diego […]

CPA vs Financial Advisor: What Is The Difference & Which Do You Need?

July 12, 2024

This post aims to clarify the differences between CPAs (certified public accountants) and financial advisors, helping you choose the right financial professional for your needs. We’ll delve into the distinct roles that CPAs and financial advisors play in managing your finances and achieving your financial goals. Whether you are a high net worth individual seeking […]

Navigating Financial Waters: Choosing Between a Financial Advisor and Accountant

July 8, 2024

If you’re a small business owner or startup founder, you’re probably already juggling a thousand tasks. Among those, managing your finances might be one of the most daunting. But don’t fret! Today, we’re going to demystify two of the most crucial financial roles that can help you sail smoothly through the financial waters—financial advisors and […]

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Financial Planning Process

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We’ll Hit the Books

Our experienced advisors work with families to identify their unique financial needs and determine the best route for savings and investing. With our forward-thinking strategies, we seek to empower families to make informed decisions that align with their goals, so they can focus on what really matters: sending their children off to college ready to follow their dreams.

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INVESTING

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TAX
PLANNING

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CASH FLOW & DEBT

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STUDENT LOAN

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ESTATE PLANNING

INSURANCE

VIEW PLANNING PROCESS

Frequently Asked Questions

A financial planner can help to relieve some of this stress by offering guidance and assistance. They can provide advice on how to pay off student loans faster by developing a budget that takes into account other priorities like saving for retirement or home ownership. Financial planners can then work alongside of the individual to create a plan containing possible strategies best suited for their personal goals. They can also help in exploring available repayment options such as consolidation and income-driven repayment plans to reduce monthly payments or even forgive part of the loan.

For students struggling with mounting loan debt, there is hope! Financial advisors can help you take advantage of income-driven repayment forgiveness and special teacher or student discharge programs, helping them find financial freedom.

Many parents strive to provide a bright future for their child, which often includes financing college. To give them the best chance at success beyond graduation day, one way of approaching it is by opening a 529 savings plan and having both family members and close friends make contributions over time towards these accounts. With dedication and effort this approach provides opportunities that benefit all involved in creating lasting memories together during an important life milestone!

A certified professional will assess your current and expected future financial situation to provide tailored loan solutions that best fit your needs. Moreover, their expertise will guarantee sound investments and aim to maximize returns with strategies that were specifically made for college students. With an advisor, you can have peace of mind knowing that your journey to college is well on its way.

When meeting with a financial planner, it is important to ask the right questions. First, inquire about their credentials and experience. Make sure they are licensed and experienced in the field of financial planning. Additionally, understand their fee structure and if they offer any additional services as part of their services package. Ask them what strategies they feel confident employing to grow your savings or investments portfolio in a safe yet profitable manner. Also find out their process for managing decisions when it comes to changes in the market in order to protect your finances. Asking all of these questions will help you make an informed decision about your financial future.