“Planning for college intelligently so the rules, regulations, and financial strategies are all considered can be an intricate, time-consuming process. Just as in our busy lives we rely on tax accountants to handle the complexities of preparing our tax returns, so too the advice in negotiating the twists and turns of the college planning process we can ably leave to the professionals at College Planning Alliance. They go an extra step in helping align other financial considerations such as retirement, estate planning, big ticket purchases, portfolio growth, weddings, etc. with college planning so that you get to view the big picture. No one consideration is allowed to overwhelm any of the others in the planning process, leading to a balancing act that is ultimately sensible and comforting. We cannot say enough about how their planning not only helped both of our daughters get into their dream college, but, without Touby’s guidance, we would have over paid by a considerable amount. We are on track to save over $115,000 on our out-of-pocket expense for college. Thank you for taking so much of your time to educate us on the overall college planning process!”
