Trust Integrity Respect Professionalism

Welcome to Prodigy College Planning & Retirement Solutions, LLC.

Prodigy College Planning & Retirement Solutions, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us.

We look forward to hearing from you.

Our Company

We were founded on the beliefs of trust, integrity, respect, and professionalism. We take great pride in knowing the people, families, and communities we live in, work in, play in, and worship in. Our commitment to our clients and our desire to serve in our communities are the driving forces behind the philosophy of our company. Our responsibilities are to our clients and their families, not our affiliates. With decades of experience in the insurance, financial, and college services industry, our company is well positioned to assist people and families needing a reliable solutions to their questions.

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Our Services

Our services begin where our clients need them most; at the crossroads of a major financial and life event. Meeting them there and confronting the obstacles that stand in the way of family dreams and retirement goals is what we do best. From ensuring college application forms are correct all the way through to defining how to fund college and retirement plans, our skills and partnership with the nation's leading resources in the areas of college planning and retirement preparation is unparalleled. Our knowledgeable and prompt staff routinely walks families through these once in a lifetime processes with direction and guidance that is clear to understand and simultaneously aligns with the goals each family has set forth.

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As we approach retirement, we face many decisions that will have lasting impact on our remaining years and lifestyle. Social Security sits at the forefront of such decisions. Knowing when, and whose, benefits to elect in advance of retirement can empower us with the ability to more accurately predict a retirement date. Please use the sample calculator and then Contact Us to schedule your preparation meeting.

Reliable Living Plan Video

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