Lennon Tax Advisors, LLC & College Planning Center
It would be a shame to pay too much for college!

Client Comments

Please visit our new site for the College Planning Center

A few letters we have collected from happy clients:   

         The whole experience has been fantastic.  The knowledge and connections of the individuals at the College Planning Center has us comfortable and confident in our financial situation having two daughters in college. The out of pocket costs for college has been made very manageable thanks to the experience.    This has been the best decision we ever made for our family.  What a great organization and great people.  Thanks so much!

                                                                - Rich & Terry C. (Gilbertsville)

         Saved us immense time so we could concentrate on other demands.  Gave us confidence that we were doing the right thing at the right time.  Offered support when we had questions and kept us on track with reminders.  The CPC made our daunting college search process easy and approachable.  We were able to really enjoy those final HS years with our daughter without the stress of how we would fund her education.  Our daughter ended up at Allegheny where she will get her BS & Master’s for the cost of what an undergrad degree would have cost at her other top picks.

                                                                Larry & JoAn R. (Spring City)

         Attending the workshop really opened our eyes to the expense of college tuition.  John made it very clear to what we would expect; his friendly mannerism and his wealth of knowledge was very encouraging.  The College Planning Center was and is an excellent investment.    Without the expertise from CPC, our children would need to hold a job to help with their college expenses and would most likely have gone to community colleges.  They made it very easy to talk about our personal finances and were always willing to listen and help in any way they could.  We are very pleased and thankful to have them in our corner.

                                                                Rob & Joanne R. (Harleysville)

         I was concerned about financing my son’s education.  When I met John I became confident that he could help.  That took much of the worry away which helped greatly.  John even met with my son and influenced him to look at schools that made good financial sense.  Taking care of the paperwork was extremely helpful.      My son would not have gone to Drew University and we would have gone bankrupt trying to send him had we not had CPC’s help.  I am very pleased that I found CPC and believe that the value is much greater than the cost of the service.  John and his staff are very helpful keeping you calm throughout this stressful time.

                                                                Bruce & Janet B. (King of Prussia)

         They were very good at alleviating our fears as we were extremely skeptical that we could afford to send our child to college; now she actually attends (a private) school out of state.  Our daughter would most likely have gone to (a less prestigious) school for just an Associates or Certificate instead of a real college.  They always return your calls promptly and never make you think you are asking a stupid question.

                                                                Annette S. (Wyomissing)

         CPC was great about prompting us and taking us step by step through the process.  If not, I’m sure some deadlines would have been missed.  They were very easy to speak with on the phone and everything happened exactly as we were told it would.  Everyone was prompt and professional and eager to answer any questions.  I have recommended this service to other families going through the search process as they made a difficult process easily manageable.

                                                                Todd & Linda M. (Stowe)

         Great analysis of our financial standing and college costs.  John figured the best way to arrange our finances for both our sons’ college.  John also provided a wealth of information on colleges that offer degrees in their areas of interest.  Our sons probably would have gone to community, (state) or sub-par schools had we not gotten help.  This was a very satisfying experience as they provided answers and assistance quickly and are very friendly.

                                                                Rick & Mary A. (Gilbertsville)

         The CPC program has given our son choices.  By making all kinds of schools affordable it has given our son the freedom to choose from all 8 schools to which he was accepted.  The financial aid packages that he was offered were quite generous so cost did not have to be a factor in his decision as to where to go.      Had we not met CPC, our son would have the same choices but it would have meant serious debt to our family.  Being able to provide freedom to your child to pick the school they want without putting yourself in financial chaos is invaluable.

                                                                Jim & Marilyn R. (Collegeville)

         We had no idea how to pay for college for our 4 children and saving was not an option for us financially.  CPC walked us through all the steps for financial aid and did a great job of explaining the process several times.  We now know that an Ivy League school is an option for our kids.  Had I not met CPC we would still be looking at smaller (community and state) colleges.   Our time with CPC has been great.  The staff is friendly and made the college funding process an easy time.  Thanks CPC for the education WE NEEDED to send our kids for an education.

                                                                Andy B. (Hilltown)

         They provided discreet, personable and efficient service.  Never pushy or forceful.  They let you know your options and you are in control of your final decision as to how much you want to spend for college.  I have no idea (where our daughter would have gone) until John helped guide us.  CPC is very efficient and knowledgeable about options.  Both my wife and I had not gone to college, so we were totally lost without CPC.

                                                                Bill S. (Wyomissing)

         The planning center gave us a financial plan that allowed us to send our children to the schools they wanted to go to.  Without this plan their choices would probably have been limited.  John and his staff have been extremely helpful, always available to answer (or find the answer to) any of our questions.

                                                                John & Lynne B. (Reading)

         CPC gave us plenty of time to absorb and get comfortable with each step of the process.  (The career program) gave our son a fun way for our son to find his areas of interest and broaden his perspective yet trim areas to focus on a major.   When we looked at the enormity of college searching, I had no idea where to begin.  I thought there was no way our kids would be able to go at all.  Thank you CPC for the help and support in the college search process.

                                                                Genette B.  (Hilltown) 

         Prior to meeting John, we were oblivious to all the funds available for our daughter Tara.  We quickly discovered many choices existed and she is now in her Junior year of college and without John’s guidance probably would not have gone at all.  Having 3 children, full-time jobs and family demands and stresses required help from CPC.  They alleviated the burden of the college process and we are so thankful.

                                                                Dave & Catherine C. (Royersford)

         We really didn’t have a solid plan for college.  We had some savings and figured we would take an equity loan and pay as you go.  The plan that CPC laid out brought some sanity and peace of mind to the process.  John and his staff are very personable and put me at ease through the process.  We’re so glad we attended the workshop to find out more.

                                                                Tom G. (Harleysville)

         We are grateful that we received the workshop invitation from CPC.  His knowledge of finances, enthusiastic personality and eagerness to help us meet our needs and dreams for our son have been a constant comfort and reassurance.  The experience with CPC has been educational and rewarding.  We would encourage all parents (preferably in Junior year or earlier) to sit down with John and follow his advice.

                                                                Denise G. (Harleysville)

         CPC provides a holistic approach.  They help not only in the financial need but also in the guidance of schools and paperwork.  They provide a sense of sanity in the whole process.  When I followed John’s advice, things went well.  When I did not, they did not go well.

                                                                William H. (Downingtown)

         I feel this experience has made a huge difference for our family.  We hadn’t really figured out the “how” and John opened our eyes.  They plan we put in place is working and I now know how we are going to pay for college.  Everyone we dealt with was helpful and walked us through the details.

                                                                Linda M. (Stowe)

         It opened our eyes to the workings of the financial planning, benefits and methods to make paying for college workable.  By utilizing CPC and CFSC, the forms were completed properly which was a big relief. John’s plan put us in position to manage the cost of college for both of our sons.  I highly recommend CPC for all parents of High School students but start by 10th grade if possible.  Plan ahead!

                                                                Jim R. (Collegeville)

         John has helped us begin to plan for our son’s educations.  We trust John’s expertise, advice as well as that of his associates.  We appreciate his cheerful personality and sense of humor that helps keep you from diving into a depression when you see the college cost figures.

                                                                Gale & Karl S. (Downingtown)

         CPC “opened my eyes” to the variety of funding methods available.  I don’t believe our daughter (1st in class at private HS) would have chosen a different school but the stress of funding would have been much higher had we not worked with John.  The planning center are true professionals who provide a number of options, more complete funding information and true expertise in this area.

                                                                John S. (Pottstown)

         CPC has given us invaluable information on how to finance our daughter’s education without financial havoc in our day-to-day living.  We know that when our younger child attends college we are in good financial shape and can rest assured there’s a great future for all our family.      We may have fallen prey to the state college is cheaper fallacy.  Thank God we didn’t as our child is going to a prestigious top rated private school for the cost of Penn StateWe are so relieved we went to John’s presentation.  Now even we can enjoy our students' college careers.

                                                                Cathy S., Esq. (Pottstown)

         CPC has allowed us to help our daughter fund college without depleting our monies set aside for retirement.  It made the (paperwork process) FAFSA forms easier (to deal with.)  And it helped me to stop worrying so much about the finances so that I could help our daughter prepare emotionally and physically.     Our daughters would have gone to community college had we not met CPC.      The staff at CPC are so pleasant and reassuring.

                                                                Julie W.  (Gilbertsville)

 

 


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