Collegiate Funding Solutions

HQ Address

102h Commonwealth Ct, Cary, North Carolina 27511, United States

Connect with Collegiate Funding Solutions
Business introduction

Easy-To-Use College-Planning Software for Financial Advisors and College Planning Specialist

Help clients save ON, not just for college costs and grow your business in the process

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 US$100,000 and US$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 Solutions

CFS for Financial Advisors

Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......

business needs
view solution

CFS for Financial Organizations

Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login