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Helping families save ON, not just FOR the cost of college! |
919.469.1996CFS > Ten REasons to choose CFS' software
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Reasons Collegiate Funding Solutions' College-Planning Software Is The Right Choice For You |
Everything at CFS is directed by our mission - to help families make better, smarter, more-informed college planning and funding decisions, with the help of their financial advisor.
The result for a family can be significant savings on their out-of-pocket college costs and improved retirement savings outlook.CFS' college-planning software is the centerpiece for equipping you to accomplish these goals for your clients, while at the same time helping you drive more revenue for your business - independent of your business model.
Here are the reasons for choosing Collegiate Funding Solutions' college-planning software:
- CFS' knowledge base of college planning and funding strategies. Starting in 1999, Collegiate Funding Solutions' knowledge base has grown to over 200 actionable, practical and relevant college planning and funding strategies. Advisors access CFS' knowledge base, via our college-planning software, to help families make better-informed college planning and funding decisions, save on college costs and their improve retirement savings outlook. What other college-planning software has a knowledge base like CFS?
- CFS' knowledge base is constantly being updated and enhanced to keep up with the ever-changing college planning and funding landscape. In addition to Collegiate Funding Solutions' resident subject-matter experts, CFS actively solicits, encourages and incorporates the suggestions, strategies, feedback, critique, etc., of its community of advisors into the ever-evolving knowledge base. When you use Collegiate Funding Solutions'' college-planning software you are tapping into the collective expertise of hundreds of top college planning professionals with hundreds of years of collective real world experience. Each new college-planning expert added to the community means you’ll benefit because their expertise will be reflected over time into the college-planning software and reports. What other college-planning software has a similar model that incorporates the collective expertise in its community?
- The software will help your clients save money on college costs independent of how affluent they are how early or late they are in the planning process. Whether your client is making $80,000 or $800,000/year and whether or not the child is newborn or senior in high school, you can provide them with meaningful, actionable and valuable college planning and funding strategies that will help them achieve a better outcome than they would have otherwise. What other college-planning software has so much to offer clients that are early starters or affluent?
- CFS' college-planning software is accurate. From EFC calculations, college costs, financial aid data, tax rates, 529 plan details, savings options, college scholarships, education tax credits, etc., Collegiate Funding Solutions' database contains thousands of data items that are regularly updated to provide you with the most current and accurate data and to provide the basis for accurate calculations and analysis. What other college planning software maintains such a comprehensive database of college planning and funding related data?
- The college-planning reports are objective and FINRA reviewed. to our knowledge, only CFS has FINRA reviewed software-generated reports. This inspires confidence and peace-of-mind that the reports contents contain objective, fair, measured, reasonable and useful information. Collegiate Funding Solutions has earned its reputation as the premier college-planning software because we are first and foremost an objective solution provider with no ulterior motives or hidden agendas. What other company has or would submit its software to FINRA for review to validate the quality and objectivity of its software output?
- Many experienced college planners, including those with the Certified College Planning Specialist designation (CCPS) license Collegiate Funding Solutions' software. They understand the complexity of college planning, the value of it and the need for comprehensive, robust, easy-to-use, accurate and strategy-driven software. That’s why so many choose Collegiate Funding Solutions. If you are an experienced college planner or have the CCPS designation then you’ll love our software! What other college-planning software caters to the needs and requirements of the the premier college planners in the financial services industry?
- The college-planning reports are fully-editable and can be used in whatever way best meets your needs and process. They can be used as a deliverable or as a resource document for you from which a simple, concise, practical and immensely helpful action plan emerges. What other college-planning software generates fully-editable reports that can be easily customized to meet your needs? None.
- Broker/Dealer relationships – CFS college planning software has been reviewed and approved for use by many Broker/Dealers – including the leading Independent B/D, LPL Financial. These B/D’s understand the benefits of comprehensive college planning and CFS as the "go to" college-planning software for their reps. What other college-planning software company can make this claim?
- Support. Need help with a particular client case or questions about the college planning reports? What about general college planning and funding questions? Along with the software, you get ACCESS into real subject-matter experts who can help you as needed. And, no extra fees for this access! What other college-planning software includes this degree of back-end support so that you don’t have to be a college-planning expert in order to deliver premier college-planning services?
- Collegiate Funding Solutions has partnered with Texas Tech's and the University of Illinois' Department of Personal Financial Planning. CFS is helping train the next generation of financial advisors with the help of its highly-acclaimed college-planning software and educational resources. What other college-planning software is being adopted by any universities to help train the next generation of financial advisors?
Contact CFS to learn more or to get started today: 919-469-1996
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Expand Your Capability. Expand Your Opportunities. Expand Your Income.
TestimonialsIn a June 2013 survey, 90% of CFS clients said they would endorse CFS to a colleague! Here are some of the reasons why:
I've been using CFS' college-planning software since 2008 for my college planning business. I've previewed similar services from other vendors but could not find any that is better. The ease of use and the comprehensive reports that are generated are second to none. The reports not only provide me with a detailed list of income and assets of my prospects, it also provides a comprehensive list of action strategies that show how to save on the cost of college. It couldn't be any easier.
Keep up the good work!"
Vic Berliant, President
Tuition Funding Solutions
I have been utilizing the CFS resources in my practice for several years. For those advisors who put in the hours it requires to be be truly educated on the college funding process your branded college-planning website, newsletter and - most importantly - the college-planning software have been very valuable tools.
Scott Kessler
CFP®
I wanted to take a moment to express my appreciation for the support and assistance I've received from you and your team at CFS since signing on to your college funding advisor program last month. The speed at which you helped me set up my website, marketing materials and customized slide presentation was remarkable - I was able to set up my consulting business literally overnight! And with regard to the presentation slides, the content and flow of information is so well organized and clear that it only took two hours of preparation before I was able to use it with comfort and confidence. My first workshop on the same day that I received these materials was a great success as a result. Additionally, the support I've received from Bill Harmon, a member of your team, has been exceptional. His knowledge, professional financial advice and instant availability have been invaluable and have substantially aided me in supporting my clients when most needed. There are many other benefits that I could mention - suffice it to say that I am extremely pleased with my association with the whole organization
Wil Dumont
CoveringTheGap College Funding
After 10 years of college planning, I can honestly say Collegiate Funding Solutions continues to lead the pack in terms of innovative solutions, great marketing materials and a client-focused approach that makes my life as a college planner so much easier! Bravo!
Beth Walker
College Funding Coaches
"Thank you or your always timely, excellent and generous support. CFS reports give us confidence that we are truly serving our clients and offering them more than just 'put x dollars a year into your 529.' There is no way that we could keep up with this broad, complex subject on our own."
"CFS is constantly adding refinements that improve your service. I really like your new report formats. Your new Plus Strategy offers an innovative option that could be of value to a significant group of parents - it offers them the option of putting off the decision to fund their children's education until they determine if they can get ahead enough in retirement savings to afford to do so."
Barry Korb CFP®, MBA
A NAPFA Registered Financial Advisor
"In the few months since adding college-planning services I have worked with 4 new clients and have had other opportunities to work with folks that started out as college-planning conversations but needed other help prior to addressing the college-planning process. CFS has been great as support in my efforts."
James Layhew
Collegiate Planning Network
"Working with Collegiate Funding Solutions has completely changed my advisory business. Now that I am known as the local expert on a high demand topic, I am more memorable to prospects and more referable by centers of influence.
My business is growing because I always lead with college planning which is leading to many more first appointments. However, once the prospects realize how much saving on college can help them pursue their other financial goals they usually want to become a comprehensive client."
Josh Wolberg CFP®, MBA
Strategic Financial
"I can't speak highly enough about CFS. They have provided a high level of care and have a great understanding of the college planning process. We utilize the College Report they offer regularly and feel the tool is providing great value for our clients."
Jim Quigley, CFP®
Barrington Wealth Management
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college-planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
"You and your associates are always there to support us in our practices. I am very pleased that I chose Collegiate Funding Solutions to work with. I appreciate your help. All the best.
Jim Layhew
Layhew College Planning
"I'm pleased to report that your software, which we have been using for a couple of years, has made a dramatic difference in our closing rate and, of course, our revenues."
"There is no other software product on the market that has been FINRA reviewed (great for credibility) or has the capability of the CFS software. The Late Starter reports give us a creative-edge when working with high-net worth clients."
"What makes CFS really stand out however, is your constant quest for improvement. I especially like your openness to new ideas and suggestions from the field as you continue to upgrade your software."
Jack Schacht
College Funding International
I just would like to compliment you and your team for an outstanding job in developing a College Funding Solution service which supports and empowers the local independent comprehensive financial advisor!
We are entering our 30th year in this profession, having completed our first financial plan for a fee in 1981. That client is still a client and successfully retired. We have always included to the limit of our abilities analyses for college planning and funding, but have been frustrated by the fact that we did not have the time or resources to do as adequate job for our clients in that area other than tax-planning as we would like. We have attempted several other approaches, only to be frustrated for different reasons.
Your system enables us to provide our clients a very thorough and professional College Funding Service, either as a stand-alone or as part of our more comprehensive planning service. We regard you as our back office support team for the college funding portion of our practice.
Congratulations on a job well done!
Ted Gregory, CFP®
Gregory Advisors, Inc.
"I just picked up $700,000 in assets from a new college planning client!"
Ryan P. Williamson, CFP®, CCPS
I'm incredibly impressed by your software and the wealth of information it outputs. As Bob Veres pointed out, I (or advisors for that matter) can read the report and know what it is talking about on a basic level, but to know all of that information in one brain is physically impossible- great idea for a software product. I actually wrote the RIA I used to work for about it and hope they contact you.
Josh Meyer, Certified Financial Planner
I wish to take a moment and Thank You and Collegiate Funding Solutions going the "Extra Mile" when I have asked you to change certain parts of my College Marketing Site.
You and your staff have always complied with what I asked in a timely and proficient manner. Once Again, Thank You for the professionalism CFS brings to the industry.
Jeffrey J. Biro, President
Arizona College Planning Consultants
Your software is light years ahead of anything else we have seen.
Joseph S. Messinger, CCPS, ChFC, CLU
The updated seminar PPT presentation is simply incredible! CFS continues to provide quality pieces to help our clients understand the value of working with an informed advisor.
D. Bryant Smith, CFP®
"I consider the CFS system a 'must have' for all advisors who put themselves out there as planners - especially Certified Financial Planners. Not only are you helping your client through a stressful time, emotionally and financially, you are being compensated to know more than your competition - by doing the right thing. Your competitors are looking at this severely neglected market niche."
Karen Waltemath, CFP®
I wanted to say thank you for all of your help in getting me acclimated to CFS's software and marketing materials. You really have provided service beyond expectation. It is rare to get the kind of personal help you have delivered.
I have no doubt that CFS's software will help me to achieve success in the college planning area. The websites, the reports, the video, the power-points and the marketing materials are all extremely professional and well done and have already been a big help in getting me started and credible in college funding and much quicker than I would have thought possible. I would think that any LPL Representative who has an interest in college funding, would be foolish not to seriously consider using your services. I hope that LPL will continue to expand your services to its advisors.
Gary B. Sieburg, CFP®, CCPS
COVENANT Retirement Strategies, Inc.
With the help of CFS' college-planning software and subject-matter experts, we were able to identify several areas where our first college-planning client could make small changes that could make a significant difference in how much they will pay for college. The best news for us was that it led to sales!
Not only did we help this family improve their situation and hopefully save money on college, we also were able to generate new sales. If this couple was not already a client, we would have most likely had the opportunity to pick up their other assets as well. I believe this program can be very beneficial not only to clients but also my business. I look forward to using it more often as we move into 2014.
Jeff Skinner
Shoemaker Financial
Want to give you some great news. I just signed up with CFS, and already had my first college-planning client, made some money and received a referral as well!
Jim Millington
Vic Berliant, President
Tuition Funding Solutions
I have been utilizing the CFS resources in my practice for several years. For those advisors who put in the hours it requires to be be truly educated on the college funding process your branded college-planning website, newsletter and - most importantly - the college-planning software have been very valuable tools.
Scott Kessler
CFP®
I wanted to take a moment to express my appreciation for the support and assistance I've received from you and your team at CFS since signing on to your college funding advisor program last month. The speed at which you helped me set up my website, marketing materials and customized slide presentation was remarkable - I was able to set up my consulting business literally overnight! And with regard to the presentation slides, the content and flow of information is so well organized and clear that it only took two hours of preparation before I was able to use it with comfort and confidence. My first workshop on the same day that I received these materials was a great success as a result. Additionally, the support I've received from Bill Harmon, a member of your team, has been exceptional. His knowledge, professional financial advice and instant availability have been invaluable and have substantially aided me in supporting my clients when most needed. There are many other benefits that I could mention - suffice it to say that I am extremely pleased with my association with the whole organization
Wil Dumont
CoveringTheGap College Funding
After 10 years of college planning, I can honestly say Collegiate Funding Solutions continues to lead the pack in terms of innovative solutions, great marketing materials and a client-focused approach that makes my life as a college planner so much easier! Bravo!
Beth Walker
College Funding Coaches
"Thank you or your always timely, excellent and generous support. CFS reports give us confidence that we are truly serving our clients and offering them more than just 'put x dollars a year into your 529.' There is no way that we could keep up with this broad, complex subject on our own."
"CFS is constantly adding refinements that improve your service. I really like your new report formats. Your new Plus Strategy offers an innovative option that could be of value to a significant group of parents - it offers them the option of putting off the decision to fund their children's education until they determine if they can get ahead enough in retirement savings to afford to do so."
Barry Korb CFP®, MBA
A NAPFA Registered Financial Advisor
"In the few months since adding college-planning services I have worked with 4 new clients and have had other opportunities to work with folks that started out as college-planning conversations but needed other help prior to addressing the college-planning process. CFS has been great as support in my efforts."
James Layhew
Collegiate Planning Network
"Working with Collegiate Funding Solutions has completely changed my advisory business. Now that I am known as the local expert on a high demand topic, I am more memorable to prospects and more referable by centers of influence.
My business is growing because I always lead with college planning which is leading to many more first appointments. However, once the prospects realize how much saving on college can help them pursue their other financial goals they usually want to become a comprehensive client."
Josh Wolberg CFP®, MBA
Strategic Financial
"I can't speak highly enough about CFS. They have provided a high level of care and have a great understanding of the college planning process. We utilize the College Report they offer regularly and feel the tool is providing great value for our clients."
Jim Quigley, CFP®
Barrington Wealth Management
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college-planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
"You and your associates are always there to support us in our practices. I am very pleased that I chose Collegiate Funding Solutions to work with. I appreciate your help. All the best.
Jim Layhew
Layhew College Planning
"I'm pleased to report that your software, which we have been using for a couple of years, has made a dramatic difference in our closing rate and, of course, our revenues."
"There is no other software product on the market that has been FINRA reviewed (great for credibility) or has the capability of the CFS software. The Late Starter reports give us a creative-edge when working with high-net worth clients."
"What makes CFS really stand out however, is your constant quest for improvement. I especially like your openness to new ideas and suggestions from the field as you continue to upgrade your software."
Jack Schacht
College Funding International
I just would like to compliment you and your team for an outstanding job in developing a College Funding Solution service which supports and empowers the local independent comprehensive financial advisor!
We are entering our 30th year in this profession, having completed our first financial plan for a fee in 1981. That client is still a client and successfully retired. We have always included to the limit of our abilities analyses for college planning and funding, but have been frustrated by the fact that we did not have the time or resources to do as adequate job for our clients in that area other than tax-planning as we would like. We have attempted several other approaches, only to be frustrated for different reasons.
Your system enables us to provide our clients a very thorough and professional College Funding Service, either as a stand-alone or as part of our more comprehensive planning service. We regard you as our back office support team for the college funding portion of our practice.
Congratulations on a job well done!
Ted Gregory, CFP®
Gregory Advisors, Inc.
"I just picked up $700,000 in assets from a new college planning client!"
Ryan P. Williamson, CFP®, CCPS
I'm incredibly impressed by your software and the wealth of information it outputs. As Bob Veres pointed out, I (or advisors for that matter) can read the report and know what it is talking about on a basic level, but to know all of that information in one brain is physically impossible- great idea for a software product. I actually wrote the RIA I used to work for about it and hope they contact you.
Josh Meyer, Certified Financial Planner
I wish to take a moment and Thank You and Collegiate Funding Solutions going the "Extra Mile" when I have asked you to change certain parts of my College Marketing Site.
You and your staff have always complied with what I asked in a timely and proficient manner. Once Again, Thank You for the professionalism CFS brings to the industry.
Jeffrey J. Biro, President
Arizona College Planning Consultants
Your software is light years ahead of anything else we have seen.
Joseph S. Messinger, CCPS, ChFC, CLU
The updated seminar PPT presentation is simply incredible! CFS continues to provide quality pieces to help our clients understand the value of working with an informed advisor.
D. Bryant Smith, CFP®
"I consider the CFS system a 'must have' for all advisors who put themselves out there as planners - especially Certified Financial Planners. Not only are you helping your client through a stressful time, emotionally and financially, you are being compensated to know more than your competition - by doing the right thing. Your competitors are looking at this severely neglected market niche."
Karen Waltemath, CFP®
I wanted to say thank you for all of your help in getting me acclimated to CFS's software and marketing materials. You really have provided service beyond expectation. It is rare to get the kind of personal help you have delivered.
I have no doubt that CFS's software will help me to achieve success in the college planning area. The websites, the reports, the video, the power-points and the marketing materials are all extremely professional and well done and have already been a big help in getting me started and credible in college funding and much quicker than I would have thought possible. I would think that any LPL Representative who has an interest in college funding, would be foolish not to seriously consider using your services. I hope that LPL will continue to expand your services to its advisors.
Gary B. Sieburg, CFP®, CCPS
COVENANT Retirement Strategies, Inc.
With the help of CFS' college-planning software and subject-matter experts, we were able to identify several areas where our first college-planning client could make small changes that could make a significant difference in how much they will pay for college. The best news for us was that it led to sales!
Not only did we help this family improve their situation and hopefully save money on college, we also were able to generate new sales. If this couple was not already a client, we would have most likely had the opportunity to pick up their other assets as well. I believe this program can be very beneficial not only to clients but also my business. I look forward to using it more often as we move into 2014.
Jeff Skinner
Shoemaker Financial
Want to give you some great news. I just signed up with CFS, and already had my first college-planning client, made some money and received a referral as well!
Jim Millington
eMoney Advisor, LLC provides a suite of award-winning, web-based wealth-management and financial planning tools that offer an aggregated, full view of a client's financial picture, as well as features and functions that enable more complete planning and better servicing of a client's needs. eMoney's suite of tools include eMoney 360 for Needs Analysis and eMoney 360Pro for Comprehensive Financial Planning, Wealth Management and Needs Analysis. Both tools are used by leading financial services firms and CPAs around the country. eMoney helps advisors attract new clients, retain existing clients, and increase sales to grow and scale their practice.