Bob Proctor, CFP, ChFC, CLU | My College Planning Team

GET IN TOUCH

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 can't wait to get started.

MCPT Inquiry

If you are human, leave this field blank.

Parent Name *

First

Parent Name *

Last

Parent Email *

Parent Phone Number *

City *

State *

Student Name *

First

Student Name *

Last

Student's High School *

Graduation Year *

What services are you interested in? (Check all that apply) *

How did you hear about My College Planning Team? *

Captcha

CONNECT

OFFICES

Educational Consultants
1001 Ogden Ave.
Suite 203
Downers Grove, IL

630.853.4195

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

630.908.2916

We gladly use video conferencing for clients who are unable to meet in person.

STUDENT PORTAL

Bob Proctor is the owner of Shamrock Financial Planning in Naperville, IL. Shamrock offers comprehensive financial planning along with securities and advisory services. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC) with over 25 years in the financial services business.

I’m here to answer any questions you might have about the financial aspects of getting into a great college program. Feel free to contact me using any of the following methods:

Email: bob@mycollegeplanningteam.com
Complimentary Consultation: Click here to schedule

RECENT ARTICLES BY BOB

Why Mutual Funds are the Worst Way to Save for College

Use Caution Before Using Insurance or Annuities to Reduce EFC

Print/PDF Friendly