Increase your student’s chances of being accepted into his or her preferred colleges by choosing ones most likely to match your financial situation and goals.
Get a detailed review of your college financial plan while we handle your FAFSA, CSS Profile, and letters of financial appeal.
Learn how to reposition your assets to maximize your financial aid and tax savings. We provide liquid, flexible and safe strategies.
I’ve had the privilege of working for more than 30 years in the financial services industry, while specializing in college financial planning. My firm, Red Oak College Planning, has helped more than 600 families to successfully navigate the college admissions and financial aid process. This means they could comfortably afford to send their children to college, regardless of the cost.