CONTACT CFS
CFS provides web-based college planning software and related services to financial services professionals to help them deliver more value, grow their business and generate more income
Read the latest third party review of the CFS college planning software
- Access into the premier web-based college planning software. Become a "virtual" college planning expert and help your clients save ON - not just for - the cost of college.
- Compliance approval from LPL Financial and Cambridge Investment Research.
- "FINRA Reviewed" report output.
- Data Integration with leading financial planning software (MoneyGuidePro, Money Tree).
- Editable client reports. Use the CFS generated reports as a client deliverable.
- Optional branded college planning website: see example
- Easy integration of branded website into advisor website as the college planning module: see example
- Immediate results. Think TurboTax® Online for college planning.
- Increase your income. Enhanced capability means new marketing and income opportunities.
- Add-on services to expand your capability and market your business. Visit the CFS Campus Store for details
Sample reports: FINRA reviewed report output!
Sample A: This sample report reflects a client that is likely to qualify for need-based financial aid at the school in question.This is the test case for the CFS article in the September 2010 issue of the NAPFA Advisor magazine. Read article- Sample B: This sample report reflects a client that is not likely to qualify for any need-based financial aid
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"As a fee-only advisor my clients expect and deserve comprehensive financial planning with the highest level of competency in a fiduciary relationship that places their interest above all others..
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"Working with Collegiate Funding Solutions has completely changed my advisory business. Now that I am known as the local expert on a high demand topic, I am more memorable to prospects and more referable by centers of influence.
My business is growing because I always lead with college planning which is leading to many more first appointments. However, once the prospects realize how much saving on college can help them pursue their other financial goals they usually want to become a comprehensive client."
Josh Wolberg CFP®, MBA
Strategic Financial
"I can’t speak highly enough about CFS. They have provided a high level of care and have a great understanding of the college planning process. We utilize the College Report they offer regularly and feel the tool is providing great value for our clients."
Jim Quigley, CFP®
Barrington Wealth Management
"I use the service to strengthen the relationships I have with my current clients. The body of knowledge I access through CFS helps me offer more comprehensive and competent financial planning advice. When my clients and I review a Financial Aid Report together, I know we are taking the right steps to optimize their spending on college. So far, feedback from my clients has been very positive, including introductions to friends and family who deserve the comprehensive financial planning services CFS supports me in offering."
David J. O'Brien, MBA, AIF®, CFP®
O'Brien Financial Planning
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
"We are just getting started with your firm, but I wanted to thank you for your fantastic support. You have gone out of your way to help us and I really appreciate your offerings. As we go forward, it is nice to know that you will be there to assist us with clients in the future. Thanks again."
Jim Quigley CFP®
Barringtown Wealth Management
"I wanted to let you know how pleased I am with the CFS service and all the capabilities that it brings to my business. I highly recommend CFS to financial services professionals that want to succeed with college planning!
The CFS college-planning software is outstanding – by far the best I have evaluated or used. It saves me countless labor hours. The CFS college planning reports are comprehensive and reveal the strategies that will help my clients save on and not just for college costs. The reports make it very easy for me to suggest a plan of action for the client.
Lastly, with the help of CFS I have generated revenue that far exceeds my modest investment in your services.
CFS is a great service and delivers tremendous value to financial services professionals. CFS is one company that really does under-promise and over-deliver."
Kyle Roach
Certified College Planning Specialist
Cornerstone College Planning
"As an independent Registered Investment Adviser, our firm is legally and ethically required to offer the best financial planning advice to our clients at all times. Before signing on with Collegiate Funding Solutions, we really weren’t sure how to offer prudent counsel in the area of late-stage college planning, which undoubtedly is the most pressing issue and represents the largest segment of our clientele.
CFS has helped us solve that dilemma – now, with the help of the CFS Expert Planning Software, we’re able to offer impactful financial strategies (that go beyond traditional savings techniques) for these families that reduce college costs, without sacrificing retirement goals. Additionally, our CFS prospecting website has really helped to brand our college planning service, as well as deliver a pointed message to prospective clients in a short amount of time. CFS has continually proved to be a great business partner and resource for our firm."
Ryan L. Sheppard, CCPS
Managing Director
Capstone College Partners
I just would like to compliment you and your team for an outstanding job in developing a College Funding Solution service which supports and empowers the local independent comprehensive financial advisor!
We are entering our 30th year in this profession, having completed our first financial plan for a fee in 1981. That client is still a client and successfully retired. We have always included to the limit of our abilities analyses for college planning and funding, but have been frustrated by the fact that we did not have the time or resources to do as adequate job for our clients in that area other than tax-planning as we would like. We have attempted several other approaches, only to be frustrated for different reasons.
Your system enables us to provide our clients a very thorough and professional College Funding Service, either as a stand-alone or as part of our more comprehensive planning service. We regard you as our back office support team for the college funding portion of our practice.
Congratulations on a job well done!
Ted Gregory, CFP®
Gregory Advisors, Inc.
CFS has made my life as a college planner so much easier! I am able to provide my clients with professionally prepared, well laid out reports - making my financial conversations with the parents impactful and motivating.
CFS is also very responsive to ideas generated "in the field"... they really listen and implement changes that make us better communicators and betters professionals. Can't imagine practicing in this space without CFS.
Beth Walker, Certified College Planning Specialist
I'm incredibly impressed by your software and the wealth of information it outputs. As Bob Veres pointed out, I (or advisors for that matter) can read the report and know what it is talking about on a basic level, but to know all of that information in one brain is physically impossible- great idea for a software product. I actually wrote the RIA I used to work for about it and hope they contact you.
Josh Meyer, Certified Financial Planner
I wish to take a moment and Thank You and Collegiate Funding Solutions going the “Extra Mile” when I have asked you to change certain parts of my College Marketing Site.
You and your staff have always complied with what I asked in a timely and proficient manner. Once Again, Thank You for the professionalism CFS brings to the industry.
Jeffrey J. Biro, President
Arizona College Planning Consultants
Your software is light years ahead of anything else we have seen.
Joseph S. Messinger, CCPS, ChFC, CLU
President - Capstone Wealth Partners, LTD
I switched college planning software to CFS a few months ago. My only question is why I didn’t do it sooner!
Ryan P. Williamson, CFP®, CCPS
Certified College Planning Specialist
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"Working with Collegiate Funding Solutions has completely changed my advisory business. Now that I am known as the local expert on a high demand topic, I am more memorable to prospects and more referable by centers of influence.
My business is growing because I always lead with college planning which is leading to many more first appointments. However, once the prospects realize how much saving on college can help them pursue their other financial goals they usually want to become a comprehensive client."
Josh Wolberg CFP®, MBA
Strategic Financial
"I can’t speak highly enough about CFS. They have provided a high level of care and have a great understanding of the college planning process. We utilize the College Report they offer regularly and feel the tool is providing great value for our clients."
Jim Quigley, CFP®
Barrington Wealth Management
"I use the service to strengthen the relationships I have with my current clients. The body of knowledge I access through CFS helps me offer more comprehensive and competent financial planning advice. When my clients and I review a Financial Aid Report together, I know we are taking the right steps to optimize their spending on college. So far, feedback from my clients has been very positive, including introductions to friends and family who deserve the comprehensive financial planning services CFS supports me in offering."
David J. O'Brien, MBA, AIF®, CFP®
O'Brien Financial Planning
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
"We are just getting started with your firm, but I wanted to thank you for your fantastic support. You have gone out of your way to help us and I really appreciate your offerings. As we go forward, it is nice to know that you will be there to assist us with clients in the future. Thanks again."
Jim Quigley CFP®
Barringtown Wealth Management
"I wanted to let you know how pleased I am with the CFS service and all the capabilities that it brings to my business. I highly recommend CFS to financial services professionals that want to succeed with college planning!
The CFS college-planning software is outstanding – by far the best I have evaluated or used. It saves me countless labor hours. The CFS college planning reports are comprehensive and reveal the strategies that will help my clients save on and not just for college costs. The reports make it very easy for me to suggest a plan of action for the client.
Lastly, with the help of CFS I have generated revenue that far exceeds my modest investment in your services.
CFS is a great service and delivers tremendous value to financial services professionals. CFS is one company that really does under-promise and over-deliver."
Kyle Roach
Certified College Planning Specialist
Cornerstone College Planning
"As an independent Registered Investment Adviser, our firm is legally and ethically required to offer the best financial planning advice to our clients at all times. Before signing on with Collegiate Funding Solutions, we really weren’t sure how to offer prudent counsel in the area of late-stage college planning, which undoubtedly is the most pressing issue and represents the largest segment of our clientele.
CFS has helped us solve that dilemma – now, with the help of the CFS Expert Planning Software, we’re able to offer impactful financial strategies (that go beyond traditional savings techniques) for these families that reduce college costs, without sacrificing retirement goals. Additionally, our CFS prospecting website has really helped to brand our college planning service, as well as deliver a pointed message to prospective clients in a short amount of time. CFS has continually proved to be a great business partner and resource for our firm."
Ryan L. Sheppard, CCPS
Managing Director
Capstone College Partners
I just would like to compliment you and your team for an outstanding job in developing a College Funding Solution service which supports and empowers the local independent comprehensive financial advisor!
We are entering our 30th year in this profession, having completed our first financial plan for a fee in 1981. That client is still a client and successfully retired. We have always included to the limit of our abilities analyses for college planning and funding, but have been frustrated by the fact that we did not have the time or resources to do as adequate job for our clients in that area other than tax-planning as we would like. We have attempted several other approaches, only to be frustrated for different reasons.
Your system enables us to provide our clients a very thorough and professional College Funding Service, either as a stand-alone or as part of our more comprehensive planning service. We regard you as our back office support team for the college funding portion of our practice.
Congratulations on a job well done!
Ted Gregory, CFP®
Gregory Advisors, Inc.
CFS has made my life as a college planner so much easier! I am able to provide my clients with professionally prepared, well laid out reports - making my financial conversations with the parents impactful and motivating.
CFS is also very responsive to ideas generated "in the field"... they really listen and implement changes that make us better communicators and betters professionals. Can't imagine practicing in this space without CFS.
Beth Walker, Certified College Planning Specialist
I'm incredibly impressed by your software and the wealth of information it outputs. As Bob Veres pointed out, I (or advisors for that matter) can read the report and know what it is talking about on a basic level, but to know all of that information in one brain is physically impossible- great idea for a software product. I actually wrote the RIA I used to work for about it and hope they contact you.
Josh Meyer, Certified Financial Planner
I wish to take a moment and Thank You and Collegiate Funding Solutions going the “Extra Mile” when I have asked you to change certain parts of my College Marketing Site.
You and your staff have always complied with what I asked in a timely and proficient manner. Once Again, Thank You for the professionalism CFS brings to the industry.
Jeffrey J. Biro, President
Arizona College Planning Consultants
Your software is light years ahead of anything else we have seen.
Joseph S. Messinger, CCPS, ChFC, CLU
President - Capstone Wealth Partners, LTD
I switched college planning software to CFS a few months ago. My only question is why I didn’t do it sooner!
Ryan P. Williamson, CFP®, CCPS
Certified College Planning Specialist
Additional services from CFS to help you succeed in college planning:
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Turnkey prospecting system for attracting qualified prospects into your business! Expertise without clients leads to failure! Expertise AND qualified prospects yields success! With CFS, you have PREMIER college planning capability AND the means to attract qualified prospects! Learn More |
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Client Care Center for comprehensive college admissions and financial aid services for your clients. Learn More |
