A locally recognized authority and featured speaker on paying for college.

A simple and straightforward process to pay for college.


The national average cost of attending a four-year public college is over $28,000 per year, and the average cost of attending a four-year private college is now $55,000. Elite private colleges are now as high as $74,000 per year.


Making intelligent decisions in college planning requires specialized knowledge in college admissions, financial aid, taxes, investing, and financial planning. And, even if you have people advising you in these areas, it is difficult to pull that expertise together for college planning and retirement purposes, but that is our specialization and that is what we can do for you. 

So, let us help you simplify the process and save you both time and money by:

  • Determining your eligibility for need-based aid and potential strategies to enhance it

  • Reducing the college cost through tax saving strategies and credits

  • Identifying the colleges your family can afford based on your personal resources

  • Exploring strategies to reduce the overall cost if your family will NOT qualify for need-based aid

  • Creating a single strategy to pay for college and preserve assets and income for retirement