About Stratagee

Who We Are

Stratagee is a provider of web-based software, content, and services that help families determine where a child may Get Into College and Get AidTM, and what their best strategy is to pay for independent school and college. The company's products and services are designed to simplify families' lives, save them time, save them money and help them focus on their best strategy to pay for the independent schools and colleges that are the best fit for their children.

Since what you spend on college you don't have for retirement, our philosophy is that college planning is retirement planning®. Furthermore, unlike the financial services industry, we do not view college and retirement as two separate roads. We believe that for most families college is a tollbooth on the road to retirement®, and our goal is to help families navigate to the right colleges, pay the tuition toll as wisely as possible and stay on course for retirement. All of which requires us to possess critical knowledge in the areas of financial planning, college admissions, investing, tax planning, software development and financial aid. Stratagee's management and advisory team represents the best of all these areas, and our combined expertise is focused on one thing, Your Best Strategy®.

About the Management Team

Who We Serve

College and Retirement

Life does not end when kids graduate from college, which is why we consider the impact of education funding strategies on retirement security. We have all been taught to believe that college and retirement are two separate roads, but they are not. College is a toll booth on the road to retirement. And what you spend on college you don't have for retirement.

Stratagee is Strategy

We believe that strategy is far more important than planning, and that the main difference between the two is that strategy focuses on making the most of what you have instead of what you do not.

Strategies are made up of tactics, and as tax laws, financial aid laws and other rules change over time, tactics must also change, but the overall strategy remains the same.

The Home of Your Best Strategy®.