Our company is focused on providing high-quality and timely information. We are specialists in the niche market of College Funding education and consulting. Our FREE Educational Workshops are conducted as a public service and are designed to help families understand the processes they need to go through and the strategies they need to develop in order to beat the high cost of college – strategies that most other financial planners and college advisers are not familiar with. The firm is a member of the National Association of College Funding Advisers (NACFA) and The College Planning Network (CPN) and the information we provide is fully compliant with the most current updates in federal and state law.
Our success is based on the belief that our clients' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We welcome the opportunity to earn your trust and deliver to you the best service in the industry.