Offerings

As specialists in mid to late stage college planning, there is one thing that clearly distinguishes us from 95% of other financial advisors.  We have the the unique ability to help parents find money they are currently transferring unknowingly and unnecessarily in such areas as taxes, mortgages, college expenses, Qualified Plans over the match, car and credit payments, etc.  Most people will lose more money in these areas than they will accumulate in their lifelong saving/investment accounts.  We can make a bigger impact on parents’ financial future by helping them avoid these losses with no risk rather than helping them pick winning investments.  It makes little sense to have a million dollars only to discover you lost a million on the way!  This way, parents will be able to afford college without jeopardizing their retirement, business, and other future financial goals.

 
Workshops

Workshops

Our free workshops are the perfect place for you to find out more about the college aid process.  Or, maybe you are a part of a group that wants more information about the process.  We're here to help. (more)
Sage Tuition Rewards

Sage Tuition Rewards

Sage Scholars offers free tuition credits to hundreds of private colleges and universities across the country.  We offer access to $500 in tuition credits for just coming to one of our workshops, our office, or referring a friend. (more)
In Person Consultations

In Person Consultations

If you want more in-depth information about your specific circumstances, we offer the opportunity to come to our office for a 1-hour free consultation to find out if we can do more for you. (more)