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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 hundreds of parents through the college 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 financial strategy. After all, college is just one piece of the puzzle!


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.

Joe, a Certified Financial Planner (CFP®), 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.

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

Learn More About Us


Upcoming Seminars:

Don't Pay the College Sticker Price
Clarendon Hills Public Library
Tuesday, January 30, 2018
7:00 pm - 8:30 pm
Don't Pay the College Sticker Price
Forest Park Public Library
Monday, April 23, 2018 - Thursday, April 26, 2018
7:00 pm - 8:30 pm
Don't Pay the College Sticker Price
Glen Ellyn Public Library
Tuesday, April 24, 2018
6:30 pm - 8:00 pm


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