We are an independent financial planning firm in Columbus, OH. We are not a typical financial firm. We are young and out to change the industry.
We help families create a well thought out and integrated college, retirement,and investment plan. We specialize in working with families with college bound students to create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.
Our target client is a family with college bound high school students that live in affluent suburban neighborhoods. We are launching a new product called "College Pre Approval" that every family concerned with paying for college could benefit from.
We want to take the emotion out of the college buying decision and empower families to make informed college choices so they don't pay a penny more for college than absolutely necessary. By being pro active instead of reactive, parents will know where they are likely to be admitted, which schools will give them the most financial aid, which schools they can afford, and a detailed report of ways they can position themselves to reduce their out of pocket expense. The result is that parents will not have to rob their retirement and students won't be overburdened with crushing student loan debt.