michael.pendergrass
Acronym
Collegiate Funding Solutions
Product ID
College-planning-software
Description

CFS equips RIA's with college-planning, software, support and marketing material needed to.

Images
Features

CFS equips RIA's with college-planning, software, support and marketing material needed to:

  • Help clients save and not just for college costs
  • Protect AUM from being depleted to pay for college expenses
  • Attract new clients with a distinctive capability
     
Vendors
Collegiate Funding Solutions
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
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reii-genst
DoubleClick Tags
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genlp

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