WHAT WE DO

As college funding experts, we show you how to best pay for college, how to pay less for college, and how to keep your retirement safe in the process.

  • Dramatically increase your chances of getting “free aid” even if you think you make or have too much money to qualify.

  • See how the financial aid formula really works and why your financial planner, and/or accountant may be costing you thousands a year!

  • Access data-driven projections for what each school is likely to give your student in free money vs. loans, and estimate your final out-of-pocket costs per school.
  • Explore college funding options that can be significantly more cost-effective, tax-advantaged and easier for you to afford.

FUND COLLEGE CORRECTLY

Many middle and upper-middle income families assume they won’t qualify for financial aid and don’t have a smart strategy to cover the costs. As a result, they drain their retirement accounts, squander their home equity, or drown themselves in college loan debt.

How you have your finances, assets, or taxes organized can unnecessarily inflate how much you will be expected to pay out of pocket.

SMARTTRACK℠ College Funding is revolutionary in that it empowers you to identify and address red flags in your financial profile long before you have to provide any colleges with your financial information.

How to best pay for college, how to pay less for college, and how to keep your retirement safe in the process.