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:
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.
Annuities and Insurance for Retirement and Estate Conservation
Insurance Products for Employee Benefits
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