Solution introduction

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

By collaborating with CFS you'll help families save on and not just for college costs improve their retirement savings outlook and grow your business

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 advisors. Today consumers want and need more than just college savings strategies from their advisor. They want their advisor to help them identify ways to reduce their out-of-pocket college costs - without compromising their retirement savings goals.

Financial advisors today who have the specialized capability to provide college savings plans and college cost reduction strategies have a tremendous opportunity. They are positioned to differentiate themselves from other advisors, deepen the client relationship, generate more revenue and identify other opportunities with the client.

Collegiate Funding Solutions' college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save on, not just for college costs. These school-specific college planning, funding and cost saving strategies are customized to your client's finances and college funding timeframe. It would take the average advisor years of research to accumulate all the expertise and actionable information in Collegiate Funding Solutions' college-planning software. Save your clients out-of-pocket college costs, look like a hero, grow your business and get more referrals from happy clients!

Think of CFS' software as a sort of TurboTax for college planning. You don't need to be an expert to use it or to benefit from the expertise it yields. Just like TurboTax can help you reduce out-of-pocket tax payments, CFS' software can help reduce out-of-pocket college costs for your clients with college-bound children.

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