Someone Who Understands Your Needs and Helps Your Peace of Mind.
We are an evidence-based, fiduciary, fee-only investment advisory firm located in Munster, Indiana, serving clients locally and across the country. We help guide families through college planning and investment management. With us there are no commissions, no sales agendas, and no cost-generating gimmicks. Simply the way that investment advice should be...always in your best interest.
How We Help
Know Before You Go. A New Approach to College Planning.
Start With The
Right 529 Plan
529 plans are a great way to help pay for college. Like most families, maybe you haven't had the opportunity to save. And that's OK. Let's find ways to save on the cost instead.
Minimize The Expected Family Contribution
The Expected Family Contribution (EFC) determines the student’s financial need. There are strategies to minimize the EFC and help you qualify for more need-based aid.
Optimize Student Loans
How much and what kind of loans should you take out? Some loans are much better than others. Let's help your child graduate with manageable student loan debt.
Is There a Best Approach To Investing?
To help improve your odds of success in the long term, the best approach to investing is with discipline using low-cost, globally diversified portfolios of index or asset class funds. Because the evidence for this approach is so overwhelming, we only construct and manage custom portfolios grounded in these key proven principles. Then we maximize value for our clients by using high-quality mutual funds from Dimensional Fund Advisors , a firm founded in 1981 based on the ideas from academic research (not fads).
How We Help
Are You Paying Too Much in Fees?
See Appendix for more details