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Financial Analysis

We'll provide you with a comprehensive analysis and evaluation of your existing financial situation. Through this process, we determine which programs you may qualify for, provide you with a written report, and allow you to choose which programs you believe will best suit your repayment needs. It’s easy!

Two-Hour Personal Budget Analysis and Consultation

The financial review will analyze your monthly obligations, savings and investments, personal financial goals, and overall monthly spending habits to create a Personalized Strategic Financial Plan and Analysis Report, which your representative will provide you. Our goal is nothing less than 100% satisfied clientele, who recommend us to their family and friends without reservation.

"I appreciated how much my Account Specialist explained to me and how friendly she was. She didn't mind me asking a thousand questions and not understanding a few things."

J. Klunder, Teacher

Personalized Student Loan Analysis and Plan

After your personalized consultation, your custom-tailored loan report will be organized into four primary components: income, assets, liabilities, and an in-depth analysis of your total monthly expenses. The provided the information and resources are necessary tools to help reduce your monthly payment obligations so that you can focus on your financial goals.

"My Account Specialist provided friendly and excellent customer care. I consider her to be my personal guardian angel, in paving my individual path to financial freedom."

R. Rogers, Cenpatico Behavioral Health

Document Preparation

No more frustrating loan paperwork! We’ll relieve you of your stress by taking care of all the document preparation for you. Our expert account representatives will partner with you to find every federal program you may qualify for.

Full Document Walkthrough

We will walk through each prepared document with you in detail, so you fully understand the programs in which you are enrolling into. Our skilled account representatives will answer any of your questions or concerns you may have. We will not only prepare the necessary enrollment documents but fully educate you about program benefits as well as the entire process.

"They made my process virtually effortless, and are available any time I have a question. They really about helping me and I always feel at ease after speaking with them!"

B. Wood, Chiropractor

Document Processing

After you've learned about the process and documents needed, we take care of them for you. There is no need for you to fill out hard-to-understand paperwork. Our processing team will handle it for you. Our team of processing experts knows the exact right way to attack these forms for any situation and stay up-to-date on any changes in documentation and let you know if anything new developments.

"Since I started the process, customer service has been very prompt with their responses, above all with any inquiries I have had during the submittion of documents."

R. Valiente, Operations Supervisor


Every year you’re required to recertify your information to your loan servicer. It can be a tricky process and tough to remember to get done on time. Let us take care of that for you, never miss your recertification again!

Reapplication and Update Notifications

Every year, you must re-certify for the federal program you’ve been approved for. We take care of that for you. Upon any updates, we will notify you if you qualify for a better plan and assist you with the enrollment. If your financial situation changes, we will help you to find a new plan that provides you maximum benefits through the U.S. Department of Education.

"The day I talked my Rep at Ameritech changed everything for me. She was able to reduce my loans and the amount of years I have to pay it back. I'm so happy I made that call and got the help from Ameritech."

S. Whitley-Hill, Teacher

Communication, Monitoring, and Updating of Your File

Depending upon which federal programs you quality for, we will update you whenever a change is necessary. At your request, if your financial situation changes we will be happy to advise you on how to receive the maximum benefits allowable to you through the U.S. Department of Education.

"My student loans have been a major burden for many years. I am so thankful that Ameritech has helped me! Thank Goodness for you guys! Now there is a 'Light at the end of the Tunnel!'"

A. Leonard, Teacher/Coach

Need assistance?

We'll connect with you at a time of your convenience.

Or, give us a call. We're available 24/7.

PHONE: (800) 792-8621