The College Money System...

College Money

Most of our clients place a high value on a college education for their children. As a result, college planning has been a major feature of our business since 1975. Over the years we have developed a nationally recognized expertise and actually have a separate company and website devoted to our college planning sector.

There are numerous obstacles to achieving that goal and often parents are so overwhelmed that they don’t plan effectively. When they are faced with the reality that their children have done what they told them to do and are now hoping to go to a good college, parents often make decisions on paying for college that can blow-up their own hopes for retirement.

The College Money System™ is designed to take parents through a process that will enable them to solve the college problem without ruining their retirement. Whether the children are young and there is time to do some serious saving, or whether parents are in crisis planning mode and scrambling to deal with their high-school student’s college aspirations, our expert understanding of the financial aid system coupled with our proprietary tools can help successfully define the problem and design a solution.

To learn more about The Personal College Savings Plan™ click here.

Some clients find they have special circumstances that demand special planning.  They include:

  • Grandparents
  • Highly Compensated Executives/Employees with Stock Option Plans
  • Business Owners
  • Medical Professionals
  • Parents in Crisis Planning Mode
  • Human Resource Professionals

To learn more about how we work with these special circumstances, click here.