College Planning Advisors

monty-education-resource-bookWe have worked with and helped hundreds of families over the years in creating and protecting financial wealth. With over 30+ years of experience in the Financial Services industry, we felt that there were no “true” specialists in the College Funding arena, and that there was a ton of misinformation in the media with regards to college planning that was costing families just like yours thousands more for college! We decided to strictly focus our practice on this area and have become experts in “late-stage” College Financial Planning.

By engaging our services, these families, no matter what category they fall into, will learn the 9 New Ways to Beat The High Cost of College! We show our clients how to double or even triple their eligibility for college funding, how to locate and apply for every need-based scholarship, grant and low-interest loan that the student will be eligible for, how to pick the colleges that will give you the best overall package, and even how to know when you weren’t awarded a fair offer and what you can do about it!

No time is too early to start planning! If you know someone who has a sophomore, junior or senior in high school that is college bound in the next year or two, please advise them of our services. It could literally save them thousands upon thousands of dollars!

Call today . . . ask for a free appointment 707-576-8700

COLLEGE PLAN ADVISORS, LLC is a proud member of the College Planning Network and of the National Association of College Funding Advisors.

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