A powerful collaboration/integration between CFS and PreciseFP
Deliver much-needed new value
to your clients with college-bound children and grow your business
with EZ College Planning
Expand your capability!
EZ College Planning is a huge leap forward beyond the "education planning" capability of any financial planning software that treats college planning as essentially just a goal to be funded. It equips you to help clients save ON and not just FOR college costs! This will yield many new benefits for your business.
Expand your opportunities!
Because of EZ College Planning's compelling value proposition, it is a powerful client attraction and engagement tool. What parent of a college-bound student doesn't want to know how to save ON their out-of-pocket college costs! EZ College Planning will open doors for you to higher-income parents with college bound children!
Expand your income!
You'll be amazed at how many new revenue-generating opportunites will emerge from EZ College Planning. These opportunites, that most advisors are missing, are covered in CFS training videos.
Brief overview of the CFS/PreciseFP integration
Benefits of CFS/PreciseFP Integration
Acquire new high-income Gen X/Gen Y (40-55 year old) clients with an urgent and immediate financial needDeliver actionable information and advice to your clients that can help them save ON, not just for the cost of college and improve their retirement savings outlook and reduce student loan debt!
Protect AUM that might otherwise be used to pay for absurdly-high college costs
Secure AUM through generations with a very practical legacy planning capability that will help nurture family relationships
Generate new revenue and business growth opportunities using college-planning as the springboard.
Stand out from other advisors
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Like what you see? Call 919-469-1996 to get started today
Collaborative Partners - Judge CFS by the company we keep!
