- Access into the premier college planning expertise. Become a "virtual" college planning expert and help your clients save FOR and ON the cost of college with the help of the CFS college planning software
- "FINRA Reviewed" report output
- Compliance approval from an industry leading broker-dealer
- Data Integration with leading financial planning software (MoneyGuidePro, Money Tree)
- Editable client college planning and college funding reports
- Optional branded college planning website: see example
- Easy integration into existing advisor website: see example
- Immediate results: completely web-based
- Increased revenue opportunities: differentiate your business with a distinctive college funding capability
Sample reports: FINRA reviewed report output!
Sample A: This sample report reflects a client that is likely to qualify for need-based financial aid at the school in question- Sample B: This sample report reflects a client that is not likely to qualify for any need-based financial aid
Advisor Testimonials: (roll over testimonial to stop scrolling)
"As a fee-only advisor my clients expect and deserve comprehensive financial planning with the highest level of competency in a fiduciary relationship that places their interest above all others..
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"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
"I wanted to let you know how pleased I am with the CFS service and all the capabilities that it brings to my business. I highly recommend CFS to financial services professionals that want to succeed with college planning!
The CFS college-planning software is outstanding – by far the best I have evaluated or used. It saves me countless labor hours. The CFS college planning reports are comprehensive and reveal the strategies that will help my clients save on and not just for college costs. The reports make it very easy for me to suggest a plan of action for the client.
Lastly, with the help of CFS I have generated revenue that far exceeds my modest investment in your services.
CFS is a great service and delivers tremendous value to financial services professionals. CFS is one company that really does under-promise and over-deliver."
Kyle Roach
Certified College Planning Specialist
Cornerstone College Planning
"As an independent Registered Investment Adviser, our firm is legally and ethically required to offer the best financial planning advice to our clients at all times. Before signing on with Collegiate Funding Solutions, we really weren’t sure how to offer prudent counsel in the area of late-stage college planning, which undoubtedly is the most pressing issue and represents the largest segment of our clientele.
CFS has helped us solve that dilemma – now, with the help of the CFS Expert Planning Software, we’re able to offer impactful financial strategies (that go beyond traditional savings techniques) for these families that reduce college costs, without sacrificing retirement goals. Additionally, our CFS prospecting website has really helped to brand our college planning service, as well as deliver a pointed message to prospective clients in a short amount of time. CFS has continually proved to be a great business partner and resource for our firm."
Ryan L. Sheppard, CCPS
Managing Director
Capstone College Partners
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"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
"I wanted to let you know how pleased I am with the CFS service and all the capabilities that it brings to my business. I highly recommend CFS to financial services professionals that want to succeed with college planning!
The CFS college-planning software is outstanding – by far the best I have evaluated or used. It saves me countless labor hours. The CFS college planning reports are comprehensive and reveal the strategies that will help my clients save on and not just for college costs. The reports make it very easy for me to suggest a plan of action for the client.
Lastly, with the help of CFS I have generated revenue that far exceeds my modest investment in your services.
CFS is a great service and delivers tremendous value to financial services professionals. CFS is one company that really does under-promise and over-deliver."
Kyle Roach
Certified College Planning Specialist
Cornerstone College Planning
"As an independent Registered Investment Adviser, our firm is legally and ethically required to offer the best financial planning advice to our clients at all times. Before signing on with Collegiate Funding Solutions, we really weren’t sure how to offer prudent counsel in the area of late-stage college planning, which undoubtedly is the most pressing issue and represents the largest segment of our clientele.
CFS has helped us solve that dilemma – now, with the help of the CFS Expert Planning Software, we’re able to offer impactful financial strategies (that go beyond traditional savings techniques) for these families that reduce college costs, without sacrificing retirement goals. Additionally, our CFS prospecting website has really helped to brand our college planning service, as well as deliver a pointed message to prospective clients in a short amount of time. CFS has continually proved to be a great business partner and resource for our firm."
Ryan L. Sheppard, CCPS
Managing Director
Capstone College Partners
Additional services from CFS to help you succeed in college planning:
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Turnkey prospecting system for attracting qualified prospects into your business! Expertise without clients leads to failure! Expertise AND qualified prospects yields success! With CFS, you have PREMIER college planning capability AND the means to attract qualified prospects! Learn More |
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Client Care Center for comprehensive college admissions and financial aid services for your clients. Learn More |
