Providing Effective College Savings Plans 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
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.