Three Disciplines · One Room
These three don't normally sit in the same room. For you, they do.
A one-of-a-kind team built for New Jersey parents — each one upstream of the advisor you'd normally get. The point isn't three opinions. It's one coordinated plan.
College PlanningWall Street Journal, Fox, and author of seven books on college admissions and financial aid.
InsuranceSits on national carrier advisory boards — upstream of the agents on the street.
Tax & LLC StrategyPartner at TKG Tax & Accounting and author of Beyond Billable Hours.
Most families assemble their advisors one at a time, years apart, and never in the same conversation. That's the problem we were built to fix.
Why one room changes everything
A college planner optimizes for aid. An insurance agent optimizes for coverage. A CPA optimizes for taxes. Each is doing their job — and each can quietly undo the others when they work alone. A tax move can raise your assessed ability to pay. An insurance restructure can change how income reads on the FAFSA. The only way to avoid that is to make the decisions together.
NJ Parents Fight Back exists to put those three disciplines in one room, on the same day, for one family at a time. Each member is deliberately positioned upstream of the advisor you'd typically reach — the planner who's seen sixteen thousand families, the insurance strategist on carrier advisory boards, the CPA with four decades of New Jersey returns behind him.
What we will and won't do
Give you an honest read on where your family actually stands, and a written plan you can act on.
Tell you when a strategy doesn't fit — including when an LLC or restructuring isn't right for you.
Manufacture a business on paper, promise a specific award, or sell you a "loophole." Every move has to be real.
Together We Fight and Win for Your Kids' Hopes and Dreams.
Start with Jeff — meet all three from there
Begin with an introductory call with Jeff to map your family's situation. From there he coordinates a follow-up conference call with Andy and Jim, so you get the combined expertise of all three — college, insurance, and tax.
Book Your Initial Call with Jeff →