CFS' Mission is helping families save ON, not just FOR the cost of college with the help of their financial advisor/institution
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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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LATEST ENHANCEMENTS AND ANNOUNCEMENTS
CFS rolls out Client Attraction Program
This groundbreaking program will become the cornerstone of many financial services professionals' marketing and business development strategy for higher-income parents of college-bound children.
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Enhanced Schools-at-a-Glance Report
With this updated feature - included with all subscription options - you'll show clients what their actual out-of-pocket cost (not school advertised sticker price) will be at selected colleges AND show them school where they'd likely receive the most in financial aid or scholarships, in light of a selected degree program (like "engineering"). Tremendous value-add and client attraction resource!
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Use this freemium to deliver exclusive value and grow your business
Building on the very popular advisor-side College Search and Query tool, a sharable white-labeled freemium version is now available!
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