Most parents stumble uninformed into the college years lacking the proper knowledge to take advantage of the numerous financial opportunities available to them. Having helped thousands of parents through the process, our expertise has saved families hundreds of thousands of dollars.


Many clients tell us that with their busy lives college crept up on them. Before they knew it, they were facing the daunting task of paying college tuition. Unfortunately, many of these same parents are also letting retirement sneak up on them as well. Don’t make the same mistake twice.


While we specialize in college planning, we also have expertise other areas of financial planning. From tax prep to retirement advice, we are able to assist you in developing a comprehensive strategy.

After all, college is only one piece of the puzzle!


Sofi Private Student Loans

Private Student Loans

We’ve teamed up with SoFi to offer new & refinancing of student loans and mortgages.

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Upcoming Seminars:

Don't Pay the College Sticker Price Don't Pay the College Sticker Price

Wednesday, December 8, 2021
7:00 pm - 8:30 pm
Don't Pay the College Sticker Price! Don't Pay the College Sticker Price!
Glen Ellyn Public Library
Tuesday, January 11, 2022
7:00 pm - 8:30 pm
Don't Pay the College Sticker Price! Don't Pay the College Sticker Price!
Riverside Brookfield High School
Tuesday, January 18, 2022
7:00 pm - 8:30 pm


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About Us

Joe Orsolini is an expert in college planning who profoundly understands the intricate details of the college financial aid system, college savings, and educational tax breaks. He specializes in the unique financial needs of parents who plan on sending their children to college. Joe draws from many years of experience assisting families of all income levels with the college planning process, college savings, tax preparation, and retirement advice to develop comprehensive strategies.

Joe holds a Bachelor of Science degree in finance from Bradley University. He is a former chapter President of the Independent Accountants Association of Illinois and a past President of the Lombard Chamber of Commerce and Industry.

As a nationally respected authority on college planning, Joe has been featured in a variety of media outlets including the Wall Street Journal, Bloomberg, FOX Business,, Forbes, Business Insider, USA Today, US News & World Report, MSN, and Yahoo Finance.

Check the background of this investment professional on FINRA’s BrokerCheck

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