Financial Planning- College Planning[2]

Collegiate Funding Solutions
www.collegiatefundingsolutions.com
919-469-1996

From CFS website: CFS provides web-based college planning software to financial services professionals through multiple software licensing options.

Your Best Strategy^®
Strategee.com
www.stratagee.com
Email: info@stratagee.com
814-757-5033

From S website: YBS stands for Your Best Strategy^®, and is web-based software that uses a sophisticated algorithm to help advisors determine their client's best strategy to pay for K-12 independent school and college costs, while also saving for retirement.

The four key areas in determining Your Best Strategy^® are: college selection, financial aid, tax aid and the family's personal resources. YBS simultaneously performs dozens of complex tax, college admissions, college aid and financial planning calculations specific to each of the four key areas and then generates a Strategy Report that is comprehensive, simple and useful. The advisor's notes pertaining to each strategy and what-if scenario become part of each report, and can be saved as a PDF with one-click. A Strategy Score quantifies each strategy the advisor creates; ultimately helping the advisor determine Your Best Strategy^®.

YBS is a high-level integration of wealth management, college admissions and financial aid.