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

Who We Are

Every family’s journey to college is different. We create a strategy customized to your family’s needs and goals when it comes to college. Each student is different, whether it’s their GPA, standardized test scores, or your families Estimated Family Contribution (EFC). Our team will walk alongside you and your student(s) to create a customized plan for college.

What We Do

Our President, Jeff Walters, has over 30 years of experience in the financial planning industry to guide our parents, and students, on how to plan and pay for college. We partner with college experts that have over 20 years of experience in college admissions, financial aid, and counseling to guide your student through our program.

Why We Do it

Planning and paying for college is one of the largest expenses families can face outside of their mortgage. Our team understands how tough of a decision this can be not only on the parents, but the students as well. We create an open door environment in our office. Our office prides itself on revolving our culture around our families. Not just in the office, but our clients as well. We break down the barriers of telling clients what they need to hear rather than what they want to hear.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  704-628-6644