We often get asked, “Why do you do what you do?” The answer is simple. We believe you should have control over your finances, not the colleges. We know what it feels like to be torn between planning for your child’s future and your own retirement. It doesn’t have to be like this. It’s why we created our 3 – step process to stop the overwhelm and gain clarity and control.
We primarily work in New England, but we have families and students nationwide.
Advisor Spotlight
Alan F. Dauphin
A graduate from the University of New Hampshire, Summa Cum Laude, Alan leverages his own college and industry experience to help families understand where they are and what they can do to help their children and plan for their own retirement. Over the years Alan has helped families save tens of thousands of dollars on college costs, retire successfully and achieve their other goals. He currently lives in Vermont with his wife and 4 children.
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