Our Commitment to Your Family's Future
Our Guiding Philosophy
We believe one of the most stressful financial questions a family faces is how to pay for college without sacrificing a lifetime of retirement savings. College Plus Retirement was founded on a single, unwavering principle: you shouldn’t have to make that choice. The conventional path often forces parents to drain their nest egg, take on burdensome debt, or compromise on their child's education. We exist to provide a better way—a strategic path that treats college as a manageable investment, not a crippling expense.
Our Unique Approach
Our methodology is what truly sets us apart. We are not just college planners; we are financial engineers who have married two distinct fields of expertise to solve one massive problem. We combine the nuances of college admissions—finding the right school for the right price—with sophisticated financial strategies designed to help you recover the costs over time. By applying proven financial principles typically used by corporations to the modern family's budget, we turn the problem of college funding into an opportunity for long-term financial strength and security.