Baldridge College Solutions is one of the only companies providing late stage college funding planning for families in the greater Milwaukee, Wisconsin area. Baldridge has been helping families reduce their college expenses since 1999. We provide personal, customized service to families with a college-bound high school student. Our consultants are uniquely trained specialists and receive ongoing education and support in the latest tax, cash flow, and academic strategies utilized in our proprietary planning process.
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.
High school counselors can be a great resource for basic college funding information, but they do not have the time to spend with an individual family to develop a comprehensive college funding plan.
Baldridge College Solutions provides unique, cutting-edge tax, cash flow and academic strategies to reduce the cost of college. For the higher-income family we are best known for our signature college funding tax strategies 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 help pay a big part of your college expenses!
Our college funding consultants are supported by a team of the most knowledgeable, experienced experts in the college funding field. We work along side with your other advisers, such as your CPA, to develop the strategies that will produce the most beneficial outcome for your family.
Experience what Baldridge College Solutions can do for your family. After all, wouldn’t you like to avoid paying the full price for college?
Brad Baldridge is a CERTIFIED FINANCIAL PLANNER ™ professional specializing in providing customized college planning using the latest tax, cash flow and academic strategies that may save a family tens of thousands of dollars per child over four years.
He lectures extensively, conducting many workshops each year on college funding, retirement, estate, and business planning, investments, and risk management.
Brad is a co-author of Strictly Business: Planning Strategies for Privately Owned Businesses, a book written to educate business owners on financial topics. His articles have appeared in newsletters for the local chambers of commerce and other business owner groups.
Brad is a registered representative of Cambridge Investment Research and member of the local and national chapters of the Financial Planning Association. He received his Bachelors of Science degree from the University of Wisconsin Platteville in 1990.
Contact us for a free consultation today.
Check the background of firms and investment professionals on FINRA’s BrokerCheck