Partner With a College Financial Advisor in Dartmouth, MA and the Surrounding Areas

It’s never too late to start saving for your child’s college education. Our college financial advisors can help you no matter what stage you are in with planning strategies that won’t jeopardize your retirement. Our dedicated consultants provide college planning services in Dartmouth, MA and the surrounding areas.

Our College Planning Services Can Help You To Fund Your Child’s Dream

Helping Families Qualify for the Maximum Amount of Financial Aid

We will help you with the paperwork required to qualify for aid, early and accurately, implementing strategies to reduce your family’s out of pocket expenses. We have perfected a system to properly evaluate your assets and income.

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If You have a Student in their Junior or Senior year of High School

Now is the time to start preparing. Financial Aid is allocated on a first come/first serve basis. The due dates for priority consideration will vary greatly from school to school. Students applying Early Decision will often need to submit documents by October 15 th; where as some state schools may not require the forms until mid-April of the following year. You want to be standing first in line, with maximum eligibility. 

It is Every Parent’s Dream to be able to Send Their Children to the College of Their Choice

We want to help your child achieve their dream. Next to your home, your child’s education is the largest investment your family will make. Don’t assume that your neighbor, accountant, or guidance counselor is an expert. Don’t assume that you will not qualify. 

Avoid the most common and costly mistakes. We are the experts. 

Discuss Your Goals With a College Planning Consultant Today

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

College Planning

Give your children an excellent education without breaking the bank.

Estate Planning

Ensure control over your belongings in the event of your passing.

Retirement Planning

Live out your retirement with confidence and security.

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