Welcome to our web site. Our firm is carefully located in the Pottstown Municipal Airport Circle of Progress Office Park where Berks, Montgomery and Chester counties meet. Since our inception, we have offered a full range of accounting, tax, and small business consulting services.
We also specialize in a patent-pending charitable fund raising technique that has been aiding universities, hospitals, churches, foundations and many other organizations in a critical period of reduced support. This program and its inventor have been featured on Fox News and MSNBC highlighting this as an innovative tool to help charities when budgets are particularly pinched.
A major part of our practice over the past 10 years from which we receive rave reviews is in the area of college planning. We continue to save clients tens of thousands of dollars each year knowing the financial aid system's secrets. Parents typically seek us out concerned how they're going to be able to afford to send all of their kids to the colleges of their dreams without going broke. Our distinction is that we are proficient in the following disciplines: taxes and investments, as well as financial aid strategies. Most planners do a quick fix by ignoring one of those elements, which creates a potential blind spot or handicap in the future. Effective and comprehensive planning requires coordinating all three to avoid a band-aid type approach. We realize parents are dealing with this struggle and aim to assemble a comprehensive approach to send all of their kids to the schools of their choice not just the school that they thought fit the budget. Inquire about our free educational workshops to learn more.
For expert, affordable service, choose us. There is a difference.
- Ranked in the top 10 nationally by the National Association of College Funding Advisors.
- Featured on CBS Radio WPHT 1210 AM "The Big Talker" with Temple University for Financial Aid guidance during their Virtual Education Fair.