Providing Families with Sound College Planning and Retirement Solutions

- College should neither jeopardize your retirement nor riddle your children’s future with debt

College Planning:

  • Getting Your Student Accepted in a Dream College
  • Getting Large Amounts of Free Money through Financial Aid and Merit money regardless of your Income or Assets
  • Saving for College & Funding it Tax Efficiently

Retirement Planning:

  • Avoiding the Retirement Tax Trap while also Growing your Money Tax Free
  • Enjoying Higher Retirement Income, Year After Year, than any Qualified Plan such as a 401K
  • Earning Market Like Returns while being Shielded from Market Downturns
  • Lower Plan Expenses than the Average Qualified Plan

The seemingly impossible becomes possible when expert knowledge is implemented with disciplined vigor.