Unfortunately, our phone rings after the parent retires and realizes that the way they paid for college is now causing a retirement income crises. Then there's the parent that realizes after the second year of college not enough was saved and the 401k will have to be used to make up the difference. Of course, the student who received high grades and test scores did not received the money that was anticipated. They are all looking for money. Despite the fact the lack of money is not the problem. The problem is a lack of a strategic plan and an understanding of the rules that would have avoided the problem.
Our philosophy is simple: Follow the Rules of Funding and anyone can design a zero net cost plan. Why? The rules are in your favor.
mission is to educate, empower, and positively affect the lives of college