Financial Services

Our specialty in the field of financial services is designing plans that help students attend their Best Fit school of choice, in a way that is affordable for the family and saves thousands of dollars by maximizing a family's eligibility for financial aid.  We recommend and help implement cash-flow-friendly, retirement-sensitive, tax-smart strategies for arranging a family's financial affairs in order to minimize families' out-of-pocket costs, and maximize performance efficiency and control of their money.

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