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"We had no idea how we could send our daughter to a $35,000 per year college without going deep into debt, until we meet you. We interviewed several college planners, and selected you based on your reputation and knowledge of the rules and regulations and the college planning process. Your expertise not only guided us in planning for college but also in our tax and financial affairs. We look forward to our continued relationship with you for many years."
-Mr. and Mrs. Harold S.
"…as a professional in a high tax bracket, I realized that my family and I were headed for many arduous years of higher education expenses, when tuition and fees are paid for in after tax dollars. Due to your guidance and expertise we were able to send our children to the colleges that will give them the paramount education that did not seem possible."
- Mr. and Mrs. Jeffrey W.
"I am amazed that my longtime investment advisor (past tense) did not show us the critical areas of planning that could have saved us tens of thousands of dollars that we could have used for college and retirement. Thanks to your careful planning we can now achieve our goals.
It was a pleasure to work with a real professional… I am recommending you to all of our friends."
- Mr. and Mrs. David Z.
"I did not realize that our accountant lacked the knowledge of financial planning, let alone college financial planning. That could have cost us thousands. He just did not comprehend that tax laws are different from the way planning should be done for college."
- Mr. and Mrs. Steven H.
Your help has enabled my son to attend any colleges and universities he has applied to. Your help in filling out the FAFSA, CSS Financial Aid Profile and the institutional financial forms correctly and on time was essential. He ended up securing an $18,553 grant from Georgetown University - his #1 choice. Thank you for being our trusted advisor."
- Mr. and Mrs. Jon B.
"Your projections on our financial package were "on the
money." There is no question that your participation has facilitated
this whole process and assisted in reducing my financial obligation to a
less stressful, more manageable amount. Your background as a CPA and an
Accredited Financial Consultant gave me the trust I needed, being the
skeptical person that I am. Thank you for not being a salesman trying to
sell us some product or scam."
- Mr. and Mrs. Richard B.
"Without your help, there is no way we could have afforded to
send our daughter, Rena, to a private college. Thanks to you, Rena is going
to the University of Pennsylvania. She has received $19,325 in grants,
awards and loans from the government and other agencies."
- Elizabeth & Dennis M.
"Enclosed is the $15,336 package my daughter, Jill, received from
Drexel University. I know you will be as pleased as I was with the results
of all your hard work. I also want to thank you for always being there to
answer all my questions."
- Mr. and Mrs. Alan P.
"I want to take this opportunity to thank you and your staff. Due
to your guidance, we were able to secure $15,190 in financial aid from
Philadelphia College of Textiles & Science, which we would not have been
able to obtain on our own."
- Mr. Marvin A.
"It has been a pleasure doing business with you. I am certain
that had it not been for your professional advise regarding my financial
choices for college funding, my existing grants from federal and state would
have been far less substantial. Thank you, once again, for your help. Your
services are highly recommended by me to friends and colleagues."
- Mr. Ken W.