Background Image

Help families save ON, not just FOR college costs!

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 recent 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 and improve their retirement savings outlook in the process!

Collegiate Funding Solutions':

Background Image

Equip you to help Gen X and Gen Y 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?


CFS & MoneyGuidePro are integration partners

With this integration between the leading financial planning (MoneyGuidePro) and college planning (CFS) software, MoneyGuidePro users can now quickly, easily and cost-effectively tap the expertise of CFS to help clients save ON and not just FOR college costs, deepen client relationships and identify new opportunities to grow their business. Huge value-add for MGP users!

Learn more

College Advice Tool

The new college advice tool yields vitally important information that can help clients make better-informed college selection and planning decisions that may substantially reduce their out-of-pocket college costs and IMPROVE their retirement savings outlook. Help clients keep more of their assets intact, growing, and available for retirement!

Learn More

10 reasons why CFS' comprehensive 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.

Learn More

Join our e-newsletter and stay informed about CFS and relevant college planning and funding topics


Like what you see? Call 919-469-1996 to get started today

 Collaborative Partners - Judge CFS by the company we keep!

United Planners
Northwestern Mutual
Founders Financial
LPL Financial
Cambridge Investment Research