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About

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex college funding process.


Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your college savings and funding objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven college funding strategy process.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have college in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future and your children’s future. For many, understanding every aspect of the financial aid process can be daunting. From student/parent loans, scholarships, expected family contribution to grants; the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions and strategies for your college funding future. Once we understand your time horizon and goals, we'll work to develop a program that carefully balances college savings strategies, identify ways to keep more money in your pocket and help protect your retirement.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or contact us to schedule a consultation. 

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