Our Company

US College Planning is an independent educational consulting firm with offices in Chicago, Dallas, Indiana, San Francisco, and New England. We realize that the process of applying to colleges, not to mention paying for it, can be incredibly stressful for parents and students alike. Our goal is to help students and families make the most of their college experience—we will handle the details so that you can relax and enjoy the journey.

Our specialists work tirelessly to help parents and students determine how to most efficiently and inexpensively pay for college. We provide counseling to help students and families to choose an educational program that is a good personal match. We’ve logged tens of thousands of hours helping our clients through the college process—and we want to put that knowledge to work for you. We view the process as a journey, and we want to walk alongside each student and each family as we coach them through this confusing time.

Our planners help students navigate the college search and application process while providing career direction and other support throughout their college journey. Our involvement allows parents to relax and enjoy time with their child—instead of being responsible for every detail of the process.

We help parents to uncover little-known strategies and unique funding resources so they can better manage their finances throughout these critical years. While many people are aware of conventional financial aid options, our consultants can help you evaluate tax strategies, real estate strategies, retirement strategies, merit-based strategies, and other approaches to financing college. In addition to being college planners, we are wealth strategists and are equipped to help you manage the expense of college as efficiently as possible.

College is an exciting time in the life of every student—but in recent years it has grown increasingly costly and confusing. Don’t let finances and complex paperwork deprive you or your child of a stimulating college experience. You don’t have to figure it out on your own… US College Planning is here to help you every step of the way.

Our Team

Cliff Morgan

Cliff Morgan is a nationally sought after speaker and author. He specializes in working with families during the college years. His expertise has helped families across the United States save tens of thousands of dollars off the college bill while helping students enter the schools of their dreams. Cliff is also a personal mentor to many financial planners around the US.

Mr. Morgan focuses on helping his clients save significant amounts off the college sticker price thus allowing families to maintain their current lifestyle and save for retirement at the same time.

He was born in Rhode Island and raised in the mountains of New Hampshire. He attended the University of New Hampshire and graduated from Chicago’s Moody Bible Institute with a degree in Church Theology. Cliff has worked with Strategic Wealth Advisory Group and has be a as a trusted advisor for the past nine years. He is passionate about serving people by helping them and their families to build and achieve their short and long term financial goals. Cliff is married to his wife Amy and they have 2 children; William and Charlotte. He is actively involved in his local church, plays soccer recreationally, participates in a bicycling club and is an avid skier. Cliff and his family reside in Chesterton, Indiana.

Cliff’s accomplishments include:
• Founder of US College Planning & Strategic Wealth Advisory Group
• Author of the book “WIN”
• Member of the American College Funding Association
• Working as a Wealth Strategist in the financial planning industry since 2003
• MDRT – The Premier Association of Financial Professionals
• 2010 Named to by Chicago Magazine Five Star award for wealth managers
• A nationally recognized speaker on wealth accumulation and preservation
• Named to America’s Premiere Experts as a wealth strategist
• Member of the National Institute of Certified College Planners

Todd Thomae

Todd Thomae is a nationally sought after speaker and author. He specializes in working with professionals, business owners and the self-employed by helping them address their current Tax and debt reduction strategies.

Mr. Thomae focuses on helping his clients save significant amounts of their current monthly income by avoiding voluntary taxes and expenses. Todd understands the importance of both traditional and non-traditional planning.

Todd and the Strategic Wealth Advisory Group team educate clients on how to increase their retirement income by 50% or more with little or no tax, with no market risk, and with 90% or more liquidity.

He was born and raised Valparaiso, IN. Todd is married to his beautiful wife Michelle and they have 3 children; Autumn, Lincoln, and Elle. He is actively involved in his local church and youth organizations. Todd can also be found fishing with his children on rivers throughout Northwest Indiana and Western Michigan in the spring and fall.

Todd’s passion is to make a difference in his client’s lives by finding significant amounts of money by eliminating unknown wealth transfers on things like reducing/eliminating interest payments, voluntary taxes, and making sure clients are being efficient with their money.

Todd’s accomplishments include:
• Author of the book “WIN”
• Member NAIFA, National Association of Insurance and Financial Advisors
• Working as a Wealth Strategist in the planning industry since 1993
• MDRT – The Premier Association of Financial Professionals
• A top 5 planner with the largest captive agency company in the world
• A nationally recognized speaker on wealth accumulation and preservation
• Named to America’s Premiere Experts as a wealth strategist
• Certified Mentor with one of the largest financial planning organizations in the world
• Graduate of Mount Vernon Nazarene University with degrees in History and Business.

Bill Anderson, CFP®, CSA®

Bill Anderson is a native of Massachusetts and holds Master’s Degrees from the University of New Hampshire and Northeastern University. An experienced college planner, Bill is committed to eliminating the unknowing and unnecessary transfer of wealth resulting from traditional teachings about how to finance major purchases, pay mortgages, fund retirement plans or finance children’s education. He opened his financial service business in 1976 and is currently principal and owner of Anderson Financial Services in Canterbury, New Hampshire. Bill is a Chartered Life Underwriter, Registered Representative of Royal Alliance Associates, Inc., Certified Financial Planner and Certified Senior Advisor.

Bill maintains an active community life as a Director for the Meredith Chamber of Commerce, Advisor for Lakes Region Conservation Trust, Interlake’s Coach for the Girls Varsity Tennis Team and Treasurer for Lakes Region Youth Baseball. He is a resident of Canterbury, New Hampshire, has two grown children and enjoys golf, tennis and bridge.

Glen Akin, CRC®

Glen Akin is a leading financial planner and speaker specializing in helping families plan for college, partnering with couples and professionals to create insightful retirement strategies, and providing substantial tax savings to business owners. Through his diverse background and extensive knowledge of the financial markets, Glen is able to offer clients expert guidance and comprehensive planning strategies specific to their financial and retirement needs.

Glen is a native of Texas and has a Bachelor of Science degree from Texas A&M University. He and his wife, Sheryl, currently reside in Lubbock, Texas where they enjoy the beautiful West Texas weather and spending time with grandchildren.

Glen’s accomplishments include:
• Certified Retirement Counselor® (CRC®)
• Founder and CEO of Crossroads Asset Management, Inc.
• Member of American College Funding Association
• Graduate of DePaul University’s Financial Planning Certificate Program
• Working as a Financial Advisor since 1997 with over ten years in the Chicago Board of Trade
• Branch Manager for Uhlmann Price Securities, LLC, based in Chicago
• Branch Manager for Price Futures Group, based in Chicago
• Serving clients across the U.S. with offices in Lubbock and Dallas

Justin L. Price, CFP®, CRC®

Justin Price is a leading financial planner and speaker serving clients across the country by assisting them with the management and diversification of their entire portfolio, including stocks, bonds, and alternative investments. He enjoys helping his clients sleep better at night by decreasing the risk of their portfolio through the reduction of volatility, while many times offering more consistent returns.

As a specialist in college planning, he is passionate about the plight of families struggling to send their children to college and offers strategies for doing so in a way that permits parents to maintain their lifestyle and retirement plans. With his thorough knowledge and experience, Justin is able to offer comprehensive financial planning services, advice regarding asset accumulation, and retirement income planning, in addition to techniques for funding college efficiently.

Justin enjoys spending time outdoors jogging, biking, and the occasional triathlon, is a SCRABBLE® enthusiast, and an amateur horticulturist. He currently resides in Grapevine, Texas.

Justin’s accomplishments include:
• Certified Financial Planner™
• Certified Retirement Counselor®
• Member of American College Funding Association
• Bachelor of Science from Texas A&M University
• Master of Science in Personal Financial Planning from Texas Tech University, regarded as one of the premier programs in the country by those in the financial planning industry
• Serving clients across the U.S. with offices in Lubbock and Dallas