Easy-To-Use College-Planning Software & Client Attraction Resources for Financial Advisors and College Planning Specialist
Help clients save ON, not just for college costs and grow your business in the process!
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Help clients save on college costs, avoid student loan debt and improve retirement savings outlook!
With 4-year public university and private college costs now ranging between $100,000 and $320,00, it is no wonder that, according to a Gallup Survey, 73% of parents with children under the age of 18 worry about college funding more than any other financial matter! How are families going to afford college for multiple children and save for retirement at the same time? With absurdly high and ever-increasing college costs and average graduation rates of almost six years per child, parents - irrespective of their income - desperately need advice from their financial advisor that can help them save ON and not just FOR the cost of college, avoid suffocating student loan debt and improve their retirement savings outlook in the process!
Collegiate Funding Solutions':
- One-of-a-kind college-planning software and subject-matter expert support
- Ground breaking Client Attraction Programs and premium marketing materials
- Simple-to-use integrations with PreciseFP and MoneyGuide
- Flexible Ad-Ons and APIs to customize your services and establish your niche
Equip you to help parents send their children to the right college, for the right reasons and at the right price and grow your business/revenue in the process. If you can't help these parents with their #1 financial need, who will? Another advisor?
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