Helping families plan strategically for college as well as strategically planning for a potential comfortable retirement lifestyle that lasts as long as they do.

The college admissions and financial aid process is a ‘game’ with the advantage going to the player who understands all of the rules—that’s typically the college.

Welcome to Insight College & Financial Solutions

If you have a college-bound student and you plan on playing any role in funding their education, you’re going to want to learn how to play the college planning “game”. That’s because there are two prices for a college education. One price for the informed and a higher price for the uninformed. Which price would you prefer to pay?

College planning is NOT just about saving for college. It’s about implementing a variety of college cost REDUCING strategies that may save you significantly on your college costs. At Insight, we accomplish this with a two-pronged approach: Student Positioning and Financial Positioning. Scroll down to learn more.

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Student Positioning

We create strategies that are tailored to your needs and goals.

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Financial Positioning

Years of experience have prepared us to guide you through your life transitions.