PayForED’s college funding and student loan outsourcing services provide financial advisors and tax preparers with an easy way to expand their services and support clients through complex education funding and student loan decisions.
Our flexible delivery options allow you to remain directly involved with your clients while leveraging PayForED’s expertise, or to refer clients to us for specialized planning and support. As PayForED focuses exclusively on college funding and student loan planning, you can confidently refer clients knowing we do not sell financial products or compete for your advisory relationship.
With one specialized resource, you can support clients through the entire education funding journey—from college planning and transfers to graduate school funding, student loan repayment, and loan forgiveness strategies.
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
We use a semi-fixed rate to handle extended client meetings beyond the initially allotted time.
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