Certain situations require more specialized financial advice. We have the ability to refer families to financial advisors if they request it. Each of the advisors featured on this page have been selected because of the passion they share with us for helping clients leverage financial aid and other strategies for efficient college funding.
*Individuals and entities listed below are separate and not affiliated. You are under no obligation to use the service of any of the entities shown, and may choose any qualified professional to provide the services described.
Chuck McGlinn, MBA
Financial Advisor, Workshop Speaker, Fiduciary
Eve Przadka
Financial Advisor
Jim Kraiss, CFP
Certified Financial Planner
Matthew D. Allgood, CFP
Certified Financial Planner
Mary Small
Financial Advisor
Steve M. Visser
Financial Advisor
Lisa Christie, CFS
Financial Advisor
David Fortosis, CFP
Certified Financial Planner