Levels of Planning: Find Your Starting Point
Explore our programs designed to help high-income parents save thousands on college costs, no matter where your student is in their academic journey.
Core Savings Plus Course – Deal $195 (Regular Price $495)
For: Parents who need to build a fundamental understanding of college finance and tax laws right now.
This course is your essential introduction to the world of college tax planning, teaching you the foundational strategies high-income families must know to stop overpaying for college and start maximizing their annual savings immediately.
Maximum Impact Course – $795
For: Parents ready to dive deep into advanced tax strategies and implement a comprehensive savings plan.
Step into our primary, comprehensive course where you’ll gain the specific, detailed knowledge required to implement sophisticated strategies, including how to legally utilize trusts and business entities for college tax advantages.
Masters Course – Coming Soon
For: Families seeking our most specialized and complex planning solutions to maximize long-term savings.
Prepare for our most advanced level of digital education, offering specialized tactics and complex planning modules focused on niche tax codes and leveraging unique financial instruments for ultra-high savings potential.
Platinum PhD Program – Coming Soon
For: Clients desiring exclusive, personalized consulting and optimization directly from our tax experts.
This exclusive program will offer dedicated, one-on-one consulting, customized tax strategy mapping, and continuous optimization support, designed for families who demand the absolute highest level of personalized expertise.
3001 Douglas Blvd,
Suite 142