Video Library

Learn valuable financial tips and tricks from David Haas and Mike Dunne as they walk you through different aspects of financial planning in easy to understand videos.

College Financial and Merit Aid

College Financial Aid - Why This Year is Different

PPP and Small Business Stimulus

10 Tips about College Financial Aid

Retirement Planning

Crypto For the Masses? A Financial Planner's Perspective

Navigating College Financial and Merit Aid

CARES Act Webinar

Smart Benefits Selection

Donor Advised Funds

Schedule Your Free Consultation

We’re here to help you face the future with confidence.


Mockup of Ebook Cover

Sign up for our mailing list

Get Free EBook

Fill out this form and you will get periodic educational emails, notifications about upcoming webinars, and our 17 page EBook on student loans and other options to pay for college. 

Sign Up For


Fill out this form to get started and we will email you a planning agreement and payment information.

If you’re inquiring about a sibling group (i.e. twins), please email us instead.