We Can Help You Plan for College Expenses



The price of a college undergraduate degree for just one student now ranges from $60,000 at a state college to over $200,000 for many private colleges. Multiply that by 2 or more students and adjust upwards 6-8% for inflation each year and you know why families need plan!  We can help no matter where you are in the planning process.  Helping families with high school Juniors and Seniors is our specialty.  However, the early we see you the easier the process is for you.  It cost you nothing to find out if we can help you.   We often have informational seminars in our local area or we can meet with you in our office if you prefer.

Very few families, regardless of income or assets, can afford to spend an additional $60,000 to $200,000 in after-tax dollars in just a short 4- or 5-year period. Earning and spending these college dollars can be a major drain on a family’s finances. If the family uses college loans to “spread out” the pain, it often adds 50% to the final cost of an education.  Allow us to help you develop a better plan!

It doesn’t matter if the family uses cash or loans to pay.  The total cost of college can be devastating to future retirement. Few families realize that paying $200,000 for an education when a parent has 15 years until retirement means a LOSS of nearly $1 million in future retirement dollars!