Providing Effective College Savings Plans in Dartmouth, MA and the Surrounding Areas

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

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

Helping Families Qualify for the Maximum Amount of Financial Aid

Our financial aid consultants 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.

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 15th; 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

Our financial advisors 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 college savings plans experts.

Discuss Your Goals With a Financial Aid 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 college savings plan to keep you on the path to your goal.


Call now if you are in Dartmouth, New Bedford, Fall River, Marion, Mattapoisett, or the surrounding areas and would like to learn more about our college savings plans and financial planning services.

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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