We Believe in Forward Thinking:
- We review the latest strategies and specialize in income, asset and tax planning approaches that can save parents thousands in education dollars.
- We focus on middle income families who expect little or no financial aid and are challenged by the rising cost of college.
- We empower families to navigate the college planning process independently or with affordable service options.
- Our service team has over 50 years combined experience in helping families lower the cost of college.
- President & Founder, Jim Novak, has worked in the Chicago and West Suburban community as a financial consultant for over 20 years.
- We are a proud member of the College Planning Network (CPN) which gives us up-to-date information on rules and regulations governing college funding.
- We provide international support services for students who want to identify the best options for studying and getting a degree abroad.