Learning Center

It’s true that most of our Certified College Funding Specialists™ are Certified Financial Planners, CPAs, Wealth & Retirement Planners, and other licensed financial professionals. However, Certified College Funding Specialists™are much more than just standard financial advisors. First, a CCFS® is the only advisor qualified to give specific advice on the financial aspects of saving and paying for college, which in turn can save you between 15-30% on your overall cost of college. Sec....

Picture this. Your son or daughter worked hard throughout high school. They earned top grades while taking a full schedule of challenging courses. They spent many hours preparing for college entrance exams, visited numerous college campuses and participated in an impressive list of extracurricular activities and volunteer work. Finally, they were accepted to their dream school, and after four years, they graduate with honors. One year later, they are applying for a remedial job and have over $60....

Richard Duncan and Ralph Anderson are both managers at the local Whirlpool plant. They both earn low six-figure incomes, and both live in the same neighborhood. Tom and Ralph’s daughters, Jenny Duncan and Faith Anderson were best friends in high school, and both played on the high school volleyball team. So it was no surprise to anyone that Jenny and Faith would end up going to the same college together: Ohio State University. That’s where the similarities end! Richard Duncan decided to h....