- Download Presentation: "CFS and Professional Advisors"
- Data Integration with leading financial planning software (MoneyGuidePro, Money Tree)
- Customized and editable client reports
- Access to the latest college-planning expertise. Become a "virtual" college-planning expert! Access the collective expertise and experience of many of the top college financial planning experts in the country through the CFS college-planning expert system
- Easy integration into existing advisor website. Click here for example
- Immediate results: completely web-based
- Increased revenue opportunities: differentiate your business
- Online training and back-end support
- Peace of mind from providing the best and most practical college planning service
| License Type | License Fees | Example | Term |
 Branded |
$399 | Branded | Twelve-months |
|
Standard |
$299 | Standard | Twelve-months |
To Review Sample reports:
- Sample A (updated August, 2008): This sample report reflects a client that is likely to qualify for need-based financial aid at the school in question
- Sample B (updated August, 2008): This sample report reflects a client that is not likely to qualify for any need-based financial aid
Advisor Testimonial:"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
www.sestina.com