Ann and Ed S., Leesburg, VA
We were faced with a dilemma. Our oldest child had just been accepted to her dream school, but we were unsure as to how to make that happen financially. We needed to be able to save for our youngest child’s education and not negatively affect our retirement savings.
My husband found a flyer for a class on how to pay for your child’s college education. We had missed the classes so I called the instructor, Brock Jolly. We met with him for an overall financial assessment and soon learned how to position ourselves for a better financial aid package.
Retirement planning advisers we had used previously did not know that some of their recommendations would have significantly hurt what financial aid would have been offered to our daughter. It would have made a difference as to whether we could send her to that dream school. We now have a more comprehensive financial road map to meet all of our objectives — college education and retirement.
We would recommend that parents take advantage of this course when your child starts high school. We wish we had. And here’s the best news: Our daughter has just finished her first year at that dream school.
Kelly P., Arlington, VA
We took Brock Jolly’s class “Little-Known Secrets of Paying for College,” while our kids were still in elementary and middle schools. He was knowledgeable and sensitive to the fact that the class included long-range planners like us, as well as parents of high school juniors and seniors.
This class provided us with a useful reality check on whether your family would qualify for need-based financial aid and what to do short-term and long-term to plan for need-based aid or the lack thereof (as is the case with many working couples). The instructors were sympathetic to all of us and provided more practical and creative solutions than we thought possible.
Brock’s class took most of the intimidation out of the college financing picture and gave us common sense strategies to help our kids get the education they want at the schools they want without leaving us broke.
Splan V., Arlington, VA
Taking Brock Jolly’s class not only set our sights straight on college planning, but also helped us to better focus our long-range financial planning goals. Whether you have significant assets or just wish that you did, this is a great course to help you to focus on your children’s educational goals.
It was a pleasant surprise that this course also provides sound strategies on selecting the right college for your student and practical tips on how to improve his/her chances of getting into the college he/she hopes to attend. The instructors were lively and easy to follow, with a talent for putting technical finanical planning and college financing approaches into plain language.
This course and the follow-up work we have been putting into what we learned has helped to solidify our comprehensive financial picture. We have been recommending this class to all our friends and family without hesitation.
Ben Lacy, College Funding client
“I met Brock at Stone Bridge High School during a college finance seminar. My wife Cheryl and I were so impressed by his class that we became private clients. Loudoun County Public Schools is planning a “college by six” program. Current research indicates that exposure to college by the sixth grade increases the likelihood that a student will continue studies beyond high school. I am hoping to offer our parents and students an opportunity to hear Brock through this program.”
Jennifer Berman, hired Brock as a Financial Advisor in 2008.
I have worked with Brock for more than five years, and have referred him to numerous friends, colleagues and family members. I highly recommend his services. He is a fountain head of information and provide unparalleled insight into both business and financial areas.
Glenn Hughes, business owner who hired Brock in 2009
I have had the privilege of working with Brock Jolly for a number of years. He has acted as my financial advisor since 2003. Recently, he provided me with my own “personal bailout” when his foresight of the impending economic failure led him to advise me to withdraw my retirement savings from the stock market, placing me into a heavy cash position, where my money sat safely.
I avoided a nearly 50% loss in my retirement savings, which numerous others have had to endure. Mr. Jolly is dependable and responsive. While I know that Mr. Jolly has a number of larger institutional clients, he has always been extremely attentive to my account (I am admittedly a very small fish). This, if anything, is testament to his willingness to invest the necessary time in YOU to ensure that everyone gets the personal advice they need. I highly recommend using Brock Jolly for all of your financial advice needs.