We are ready to help you achieve your college and retirement goals.

Complete the form and we will contact you shortly. For faster service please call 949.420.4509

Office: (949) 420-4509
E-Fax:  (714) 409-3232
Text (949) 420-0681 (Webinar & Workshop Confirmations)

27201 Puerta Real, #300
Mission Viejo, CA  92691


By providing your phone number, you agree to receive informational, reply, reminder, confirmation text messages. Please note message and data rates may apply. Message frequency varies. You may opt out of receiving text SMS at any time by replying STOP.

We‘ve helped people just like you achieve peace of mind and a financial plan…

We’re Going To College!

”When it came time for my daughter to attend college it was a frightening time for us as parents.

Thank GOD we came in contact with Lea. She gave us so much comfort knowing she would do everything in her power to get us as a family in a positive position where my daughter would get as much financial help as possible and still be able for us as parents to afford college.

We are so happy with Lea, that we have our second daughter that will start college next year and we are working with Lea once again.

Lea would always answer her phone and always responded quickly to all concerns throughout the process and then after.

If you’re considering joining a college preparation company, it’s one of the most important choices you will make, you will be in safe hands with Lea…”

Oscar S.
Proud parent of a USC student and future freshman in college

We Could Not Be Happier!

I am so pleased that I was able to work with Lea as we prepared for my daughter to select and go to college. I definitely needed the support, guidance and assistance and that is what I received; actually, I am still depending on it!

Lea and her team have always been available for my many calls and questions. She has been patient and was able to meet me and my daughter’s individual needs. My daughter is now a sophomore at a small private college for the same cost as an in-state public college cost after the financial assistance we received.

She could not be happier with her college choice, it was exactly what she wanted; rigorous curriculum with a supportive community in a beautiful setting-and I’m so happy that after the grants and scholarships we received that I’m able to send her there.

Evelyn A.
Proud parent of a Reed College student