Call Today to Speak with a College Planning Expert! 704-628-6644

In our Office, we have the client—and only the client—in mind.

Our reasons for becoming College Funding Experts are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their college planning journey and balance a healthy financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals and College Funding Experts, we can help families better prepare for the future. After years in the business, we have developed a reputation for educating families in an easy-to-understand manner so they can grasp college planning and personal finance and to use those concepts to pursue their financial objectives. We feel a commitment to our community.

Client Centered

Client Centered

Whether you are an eighth grader, an incoming senior, or any range in-between, our personalized service focuses your family's needs, wants, and long-term goals.

Our team of professionals have years of experience in college funding and financial services. We can help you address your needs of today and for many years to come. We look forward to walking along side your family as you plan your journey through the college process.