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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 and Team Leader

Wayne Silverman, CPA

Certified Public Accountant

Matthew D. Allgood, CFP

Certified Financial Planner

Jim Kraiss, CFP

Certified Financial Planner

Mary Small

Financial Advisor

Lisa Christie, CFS

Financial Advisor

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