Education Planning Resources

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''Your help has been invaluable and I can't express how grateful I am for all you have done. It is a rare person who will go above and beyond as you have. ''

Joni V

Customized College Strategy

Structure a college plan that meets the financial and academic goals for the family, customized for your unique situation.

Pay for College Strategy

Receive a year by year outline of exactly where the money will come from to pay for college. Discover sensible solutions that won’t crimp your lifestyle.

Calculate your real cost of college

Determine your real out of pocket cost of college before you apply to college, using formulas from our college database to estimate the amount of gifting you will receive from the colleges on your list.

FAFSA assistance

File your FAFSA correctly, avoiding costly mistakes that could cause you to overpay for college.

Plan your retirement

Integrate your college planning with retirement to put more money in your pocket. Grow your money safely and create a lifetime income so you don’t run out of money in retirement.

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The only cost to you is your time


''Very helpful. Pride seems to get in the way of asking for assistance. This really helped me realize support is there for me when I thought I wouldn’t qualify''

Mark M

Pay for college. Retire with confidence.