Family College Planning Resources educates you about the college financial aid process. We offer free workshops and in-office meetings so you know the impact of your son or daughter’s college selection before the decision is made. We also offer free tuition credits through Sage Scholars for attendance at any of our meetings and for referrals. Additional services are offered for a fee.
As a parent of five, educational funding has a special place in my heart. I want to provide as much as I can in opportunity for each of my children, yet I don't want to sacrifice our retirement do it. Thankfully, I practice what I preach and have developed my own structured approach to a very large financial problem. (more)
Although I was part of the first national financial planning firm in the United States and then founder and CEO of two specialty financial planning practices which provided me a wealth of financial planning knowledge and experience as to what historically has worked or not worked, admittedly, I now have the distinct pleasure of being in a family business with my son and son-in-law serving families in their mid to late stage college planning. (more)
