;)
How are
you helping your clients plan for college?
If you're like most of the professional
advisors I speak with, you show them how much
they need to be saving per month to cover the
projected cost of college. Then you suggest an
investment – usually a 529 college savings plan.
NOT GOOD ENOUGH! And based on our
conversations, many of you know it.
The fact is, even with your help, most parents
– regardless of income –
inefficiently prepare and pay for college, thus
overpaying and needlessly diverting thousands of
dollars from their retirement savings.
YOU CAN DO BETTER FOR YOUR CLIENTS!
And Collegiate Funding Solutions (CFS) is going to
help you.
CFS is the first and only completely
web-based college financial planning solution provider
and a leader in a dramatic advancement in
how professional advisors help their clients prepare
and pay for college – significantly reducing the
college-funding burden.
Bob Veres , one of the most
trusted financial services industry journalists,
described CFS as “...the best thing we
have in our marketplace and poised to get better
.”
(see sidebar article >>)
Professionals license CFS's expertise to help their
clients with college-bound children. Instead
of strategies for simply saving for college ,
our expertise focuses on helping families
actually reduce their college costs
, regardless of their income, by
implementing specialized financial strategies related
to college planning.
The practical benefit for
families can be thousands of dollars in savings on
their college bill – dollars that could be reallocated
for other purposes such as retirement savings.
So, how can YOU benefit
from our unique web-based service? CFS can help
you:
• Dramatically improve the quality of
your college financial planning service
• Help your clients save money on
their college costs
• Enhance your marketing
• Increase your revenue and profit
margins
And, CFS is incredibly simple and easy
to use. Simply complete and submit an online data
form and the results are immediately available (think
TurboTax)!
Contact CFS today at 919 469-1996
or visit us at
collegiatefundingsolutions.com . We'll
show you how you can be a hero to your clients with
college-bound children.
Sincerely,
Roger Lorelle
CEO - Collegiate Funding Solutions
"The college financial planning solution
for the professional advisor"
www.collegiatefundingsolutions.com
Listen Now as
well-known radio and newspaper personality George
Toth host of "Regarding Your Money"
interviews CFS President and CEO
Roger Lorelle.
Regarding Your Money is a weekly
radio show broadcast on WNPV, 1440-AM out of
Philadelphia, PA.
Listen Now...