Skip to main content

Our Services

At The College Funding Specialists , You can expect us to get to know you and your family, your goals, and what matters most to you. We will ascertain your values and your goals and help use them to make decisions that are in alignment.

The first (and most important) step of the process? We’ll get to know your investment style at your convenience, whether you prefer a phone meeting or to sit down in person. From there, we’ll make recommendations based on your needs, goals, and comfort zone.

Here you can browse a list of the products and services that fall under our areas of expertise. We are confident we can help you make progress toward your financial goals.

We specialize in the following services:

College Planning

We help you find out what Financial Aid and/or Merit Aid your student qualifies for and help you strategize finding Colleges for the least net cost. It is a BUYER’s market out there where the average discount at private colleges is 56%


Student Loan Debt Elimination

Is your income less than your Student Loan debt? Use our Certified Student Loan Professional to analyze what is the best way for you to minimize your monthly repayment and maximize your federal loan forgiveness!


Schedule a Complimentary meeting with Eric and lets start the planning process for your student. You will leave the meeting with your Expected Family Contribution (EFC) towards the cost of College, a better understanding of the College selection process and if you bring along 4 Colleges you are investigating, you will receive a report showing you what your cost will be for each Schedule an Appointment