For the better part of the past decade, the founders of this program sought to bring their clients an integrated solution to the ever-increasing financial demands of paying for college. What they learned served as the genesis of what became CPR – College Planning Relief®.
What makes this program unique and what every family must understand is that financial solutions must be holistic in nature in order to provide the greatest client value. CPR – College Planning Relief® does not seek to simply identify a funding plan for college. The goal is to provide clients with solutions that address multiple financial goals simultaneously: paying for college, home ownership, retirement income, and lifestyle.