We offer professional college planning services to families and financial advisors. We charge a fee for our services. We do not sell financial or insurance products. Our approach to college planning integrates college selection, financial aid, tax aid and personal finance. We also license college planning software to financial advisors. Our software and services help families determine their best strategy to pay for college and save for retirement.
Our software and services help answer the two biggest questions that parents have about college:
Stratagee CEO, Troy Onink, is a nationally-known authority on college planning. He consults with families and financial advisors on the best ways to reduce the high cost of college and pay for it as wisely as possible through financial aid, tax strategies and each family’s personal resources. A sought after speaker and writer, he has given over 350 conference presentations in the past ten years. Troy writes a widely followed blog for Forbes called College Crossroads and a column about College Planning for Investment News As a pioneer of the very specialized field of college planning, Financial-Planning named Troy as one of the Influencers in the financial planning profession. In 2006 he co-founded Stratagee with a team of experts in related areas, and the firm's college admissions and planning services are utilized by families nationwide. Stratagee also creates software for advisors that Financial Advisor calls "Best In Class."Follow Troy on Forbes.com
SmartSearch is our flagship college planning software used by financial advisors and admissions consultants to optimize college affordability for their clients.Learn more
YBS is used by advisors to identify tax-saving strategies to pay for k-12 private school and college costs for all children in a family.Learn more
Troy Onink has a new column about College Planning in Investment News. The first one is about Repositioning Assets for Financial Aid.
Joshua Pangborn details the changes to the FAFSA verification process in a new blog post.
Stratagee was recently featured in a Forbes video by Bill Baldwin called Optimize Your College Aid. The video gives strategies for saving for college and getting the most out of financial aid.
The 2013-2014 EFC Quick Reference Guide is now available on Troy's College Crossroads blog. Check it out to get a quick idea of your financial aid eligibility and an overview of the financial aid process.