Caldwell Wealth Management has a partnership with the Association of Certified College Funding Specialists because our Founder, Kameron Caldwell is a CCFS® (Certified College Funding Specialist) This designation has been recognized by FINRA and the Certified Financial Planner CFP® Board of Standards.
The Program Includes:
We can quickly find over 15,000 scholarships offered by colleges around the U.S. in amounts from $2,000 to $40,000, including over 1,500 full ride tuition scholarships.
Each listing includes the GPA, and ACT/SAT scores needed to qualify and the direct link to access the application.
It even includes whether the scholarship is automatic based on grades and test scores, or whether it's a competitive or talent bases scholarship.
Avoid hundreds of hours researching college websites to find schools where your student would qualify for a top scholarship.
Caldwell Wealth Management has also partnered with SAGE Scholars, an education funding consulting firm, to offer a Tuition Rewards Program that provide money for future college costs.
The Program Includes:
- Guaranteed future scholarship at hundreds of participating colleges (Private) Scholarships grows up to $65,000 for over a course of 4 years and does not affect future financial aid. No gifting or funding limits from parents and grandparents.
- College funding options that begin from birth to age 17.
- If your child never attends college, you have the ability to withdraw the money you've set aside tax free from the supplemental retirement account.
College Planning is not a one size fits all, everyone's unique and will get a custom tailor made plan for them.
We have two different options of College + Retirement Planning, schedule your appointment for more information below.