Your Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Your Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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College Roadmap To Success

When consulting with parents about their child's financial and academic future, invariably, their most common concern is understanding when the college planning process should begin.

Articles & Resources

Navigating the 5 stages of student debt grief

by George Jankiewicz on Oct 11, 2017

Everything in life seems to involve some sort of process. Whether you are looking to buy a house, planning a vacation, writing a report, or cooking dinner, anything that is worth doing will entail a requisite number of steps accompanied by varying measures of invested time.
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Need-blind Vs Need-aware schools

by George Jankiewicz on Sep 1, 2017

While providing students a quality education is a top priority for colleges and universities, it’s important to remember that at the end of the day, colleges operate like corporations. And just as a corporation looks after its assets and investment shares, colleges also make decisions that will benefit their bottom line.
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The three types of colleges you should apply to

by George Jankiewicz on Aug 2, 2017

If you think choosing the best BBQ sauce for tonight’s dinner is difficult, consider the magnitude of stress associated with a decision process where you are presented with over 4,000 choices from which you must narrow your selection down to under ten.
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Demystifying the financial aid award letter - part three

by George Jankiewicz on Jul 18, 2017

In Parts one and two of this series, I discussed the types of gift aid and loan options that you will find on the “typical” financial aid award letter. I use the word “typical” loosely in this context mainly because there are no standardized formats that institutions have to abide by when designing their award letters.
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