Welcome
College expenses pose the greatest threat to your retirement and wealth.
Do you have the 3 cornerstones in your strategy?
What's Your Score for College Funding?
Our proprietary score tells you if you're set to receive a high return on your college investment, or, if you're expected to overpay, and receive a low return on your hard-earned money.
Who We Work With
Families with children in high school trying to figure out:
- What will college cost for me
- The best way to pay for college
- What their child's interests and aptitudes are best suited for
- What majors or courses of study align with career goals
- What paperwork is required and the best way to complete it
- What the best schools are to focus on
What We Do
- Efficient Payment Strategies: Tailored guidance on optimizing college funding, including scholarships, grants, loans, aid, arbitrage, and savings plans, tailored to each family's unique financial situation.
- Streamlined Paperwork: Expert preparation of all forms and documents for maximum aid and acceptance.
- Merit-Based Aid: Preparing students to maximize the most merit-based aid.
- Matching Schools to Aptitudes and Interests: Enabling families to choose schools aligned with their child's strengths and passions, reducing costs while enhancing the college experience.
- Negotiating for Aid: Negotiate with colleges and universities to secure the most favorable aid packages.
Why Work With Us
- We assign your own admissions counselor to gather your information for FAFSA and CSS Profile preparation and filing. Also prepares your appeals for negotiation of offers
- We assign your own financial aid counselor to understand if your situation allows for this sort of assistance and how to maximize it
- We assign your own certified college counselor for your child to provide a detailed report outlining their aptitude and interests, schools aligned with their ability, and scholarships best suited for consideration. Always available to your child through the completion of their freshman year in college.
- With over 28 years experience helping clients safely grow their money to pay for significant expenses like college, retirement cashflow, and capital purchases, we help clients bring predictability, tax efficiency, and peace of mind to their finances. Discover how we can do this for you.