Planning for college is one of the toughest financial endeavors families face. Financial advisors that can help clients navigate the choppy waters of education planning can deliver a massive value-add to their repertoire, enhancing the financial lives of existing clients and winning new ones.
Download the eBook Now
After reading our free eBook, you’ll learn…
- The truth about the college planning crisis - Page 2
- Why education planning goes deep than simple financial planning - Page 4
- Why over 70% of American families worry about college funding more than any other financial concern - Page 5
- The coming “Great Wealth Transfer” and why two-thirds of Gen Xers fire their parent’s financial advisors - Page 6
- How to differentiate your advice and solve this important financial problem for your clients - Page 7
About Joe Messinger
Joe Messinger, CFP®, ChFC®, CLU®, is the co-founder and CEO of College Aid Pro™ and partner and director of college planning at Capstone Wealth Partners. Joe is passionate about the College Aid Pro™ mission: Changing the way America shops for college. His groundbreaking College Pre-Approval™ process has helped thousands of families navigate the college funding maze with confidence and ease. Now, he is raising the bar in college funding advice across the industry by empowering advisors with the knowledge and tools they need to demystify financial aid and better serve college bound families. “Together, we can end the student loan crisis one family at a time.”
About Matt Carpenter
Matt started CFS in 2005 after realizing both he and his parents had made some major mistakes in navigating the college admissions and financial aid processes. It became Matt’s mission to show other families how to avoid making similar mistakes in one of the biggest investments of their life. Today, Matt is recognized as one of the nation’s leading authorities within the College Funding niche. Together, with CFS, Matt has successfully guided thousands of families through the college financial aid maze.
