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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':

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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?


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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10 reasons why CFS' flagship college-planning software is the right choice for your business

Everything at CFS is directed by our mission - to help families save ON and not just FOR college costs with the help of their financial advisor/institution.

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 Collaborative Partners - Judge CFS by the company we keep!

United Planners
Founders Financial
LPL Financial
Cambridge Investment Research
Charles Schwab Advisor Center