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By filling out the form below, we understand that you are ready to talk specifics and find the best possible college experience for your student. Our team will be in touch with you within 2 business days. We gladly use video conferencing or phone calls for clients who are unable to meet in person.

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Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL


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We have carefully screened and vetted a number of independent, third-party* financial planners and advisors to whom we send clients for implementation assistance once we have collected their data, completed our own analysis, and communicated our recommended strategies to them.  Each of the advisors featured on this page have been selected because of the passion they share with us for helping clients leverage financial aid and other strategies for efficient college funding to the maximum degree possible.

*Individuals and entities listed below are separate and not affiliated. You are under no obligation to use the service of any of the entities shown, and may choose any qualified professional to provide the services described.

Bob Proctor, CFP

Certified Financial Planner

Wayne Silverman, CPA

Certified Public Accountant

Jim Kraiss, CFP

Certified Financial Planner

Matthew D. Allgood, CFP

Certified Financial Planner
Joe Christopoulos

Joe Christopoulos, CFP

Certified Financial Planner

David Fortosis, CFP

Certified Financial Planner

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