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Frequently Asked Questions

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1)  Why should we consider paying for college funding planning?

2)  What type of family would most benefit from this type of planning?

3)  I already work with a financial advisor (or CPA.) Can’t my advisor do this type of planning for me?

Typically the answer is no. There is a very small percentage of financial advisors or CPAs that are trained in the late stage college funding niche. For instance, a physician who is a general practitioner would not think of trying to perform heart surgery on a patient. That procedure would be referred to a specialist. It is similar in our specialty. Most financial advisors and CPAs are unfamiliar with this type of planning. We receive regular referrals from other financial advisors and CPAs who appreciate our specialization and client services in college funding planning. They believe our services add a lot of value to the services they are providing to their clients.

Contact us to be referred to a Fox College Funding consultant that serves your area.

4)  We make too much money and won’t qualify for financial aid. What type of planning can you do for us?

5)  Do you help find grants and scholarships for our child?

6)  What is your planning fee?

7)  What benefits do we receive for your fee?





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Securities offered through Securities America Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, a SEC Registered Investment Advisor. Fox College Funding and Securities America are unaffiliated.