🎓 College Funding with a Strategy — Not Just Savings

  • Educate

    🎓 Smart College Funding Strategies

    Helping families prepare for college — without sacrificing retirement.

    As a Certified College Funding Specialist (CCFS), We help parents explore alternative ways to fund college using tools that offer tax advantages, flexibility, and long-term value.

  • Differentiate

    Most parents are told to open a 529, hope it grows, and cross their fingers when the tuition bill comes. But what if you could build a college funding strategy that offers:

    Tax-free access

    No financial aid penalties

    Flexibility for any future — not just college

    That’s where we come in.

  • Motivate

    🎓 New to College Planning? Start Here.

    You Don't Have to Be an Expert — That's What I'm Here For.

    If you're just beginning to think about college costs — whether your child is a newborn or already in high school — you’re in the right place.

    The truth? Most families start too late or rely on strategies that don’t provide flexibility, tax advantages, or financial aid protection.

  • Certified College Funding Specialist

    WHY CHOOSE A CERTIFIED COLLEGE FUNDING SPECIALIST?

    If you’re concerned about paying for your children’s college, then there is no better professional to discuss your financial concerns than a Certified College Funding Specialist.

    CCFS® designees are some of the nation's Certified Financial Planners, CPAs, Wealth & Retirement Planners, and other licensed financial professionals. CCFS® designees are the only advisors qualified to give advice on the financial aspects of paying for college, and that’s why you can save 15-30% of your overall cost of college working with one.

  • SAGE Scholars Tuition Rewards

    As the nation’s oldest and largest private college preparation and funding organization, Tuition Rewards® provides families a guaranteed tuition reduction of up to 25%. In the last year, Tuition Rewards has guaranteed families savings of over $98M in tuition.

    Once enrolled, sponsors and students earn SAGE Scholars Tuition Rewards Points to help offset the financial burdens of a four-year undergraduate degree at a SAGE Scholars member colleges and universities.

    Our guaranteed tuition discounts program accepted at over 445 private colleges and universities.

  • Ready to Build Your Plan?

    We’ll review your goals, show you how to integrate the SAGE program, and design a custom plan that works for your timeline, budget, and child’s future.