We often get asked “why do you do what you do?” The answer is simple. We believe that you should have control of your finances and 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 to stop the overwhelm and gain clarity and control.

We decided to use our 80+ years of combined industry knowledge and that of our partners to deliver this solution. 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.