Caldwell Wealth Management LLC 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 LLC 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.

A 529 college savings plan is a state-sponsored investment plan that enables you to save money for a beneficiary and pay for education expenses. 

You can withdraw funds tax-free to cover nearly any type of college expense. 529 plans may offer additional state or federal tax benefits.

To help you narrow the field, we analyze plans across the country each quarter and identify the best performing 529 plans for you.

 Whether you're looking for the lowest-fee 529 plans, the top-rated plans, or plans with high returns, these 529 plan rankings are a great place to start.