The PayForED student loan repayment and college funding outsourcing service provide financial advisors and tax preparers an easy way to add this niche service. Our unique delivery options allow you to either deliver the information directly with our help or allows you to hand over the client completely to us. As we only specialize in these areas, you do not have the risk of your client being sold other services or products. The other advantage to our expertise is you only need one resource to handle college funding, college transfers, graduate school, loan repayment, and loan forgiveness planning.
We do the analysis, create the reports, and prep you for the meeting. An adviser can also refer the client in directly.
Our holistic approach requires that you only need one resource for college funding and student loan repayment.
Allows you to outsource the first few clients and see our delivery process. This gives you the experience to feel confident.
As this personal financial area becomes more complex, it allows for better allocation of your time.
We have developed innovative strategies that compliment your retirement and other personals financial goals
The normal fees are between are $300 – $600 per project. We use a semi-fixed rate to handle extended client meetings over the initial allotted time.
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