skip to Main Content

GET IN TOUCH

We want to help you find the best-fit college for your child at the lowest possible price for you. If you have questions or would like to schedule a free consultation, please fill out the form below and our team will be in touch with you within 2 business days. We can meet with you via phone, video conference or in person at our Naperville office, where we adhere to strict social distancing guidelines.

We can't wait to get started!

MCPT Inquiry
First
Last

CONNECT

OFFICES

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

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

GET OUR NEWSLETTER!

Subscribe to our weekly email newsletter to get the latest college-planning updates, including information about scholarships, coronavirus-related annoucements, financial aid tips and more.

Meet Jim Kraiss

Jim Kraiss has been a Certified Financial Planner (CFP) for over 29 years. He has taught financial planning at several area colleges, written multiple financial planning articles, and authored five books on the subject. His latest book, Living the Tax Free Life, has received rave reviews from readers and other financial advisors.

With his expertise in designing non-assessable financial instruments for college funding and his previous long-term experience as a Series 7 and Series 63 securities advisor, he has been able to design unique multi-advantaged solutions for our clients.

Jim lives in Wheaton with his wife Karen.  His son and daughter both live in the area and have blessed him with three grandchildren. Jim’s mission in life is to show all of his clients how to live a financially secure tax-free life.

Jim Kraiss, CFP

Jim Kraiss, CFP

Jim Kraiss has been a Certified Financial Planner (CFP) for over 29 years. He has taught financial planning at several area colleges, written multiple financial planning articles, and authored five books on the subject. With his expertise in designing non-assessable financial instruments for college funding and his previous long-term experience as a Series 7 and Series 63 securities advisor, he has been able to design unique multi-advantaged solutions for our clients.

Back To Top
×Close search
Search