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Planning to pay for the cost of your child's college education begins with the College Selection Process. 

Download your FREE copy of "Your Guide To The College Selection Process" to learn:

  • How to initiate family conversations surrounding the college application process
  • Which college search criteria will help narrow your child's list of compatible colleges
  • What aspects separate private universities from public colleges
  • How to get the most out of your college campus visit
  • Includes helpful checklists for successful campus visits and college searches

 

College Planning Resources

6 Financial Aid Traps Every Parent Should Avoid

Take control of your child's college future by avoiding these six common financial aid traps.

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The Three Types of Colleges You Should Apply To

Learn about the three types of colleges every college student should apply to in order to boost their chances of admission.

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Demystifying the Financial Award Letter—Part One

College financial aid award letters can be confusing and oftentimes use strategic methods to make you think you are getting a deal, when in fact, all you're receiving is more debt.

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Your Financial Future

Is Your Retirement on Track?  (click here)

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.