Fox College Funding
Fox College Funding

  » Inquire Now


Save thousands on your child's college education

Securities offered through Securities America, Inc., Advisory Services offered through Securities America Advisors, Inc., Fox College Funding and Securities America are unaffiliated.
Services We Provide

Fox College Funding provides late-stage college funding planning for families with a college-bound high school student. We specialize in helping upper-middle to high-income and higher net worth families reduce their college expenses.

Each family works personally with a Fox College Funding consultant who is a niche specialist in college funding, providing customized planning tailored to your family's individual situation.

We inform you of and help you to implement a combination of proprietary academic, financial, and tax strategies that could enable you to save tens of thousands of dollars.

Your personal consultant will gather data from you and subsequently perform an analysis. Your consultant and a team of specialist CPAs will then painstakingly identify all potentially beneficial strategies that would be pertinent to your family.

Fox College Funding utilizes a team of CPAs that supports our consultants who are specialists in utilizing the income tax code to apply it specifically to college funding.

This type of planning is not known by most CPAs.

In fact, most tax preparers either give no advice to their clients regarding college funding (because it is not their specialty) or the advice they do give may not be beneficial or the best course of action for the family.

A customized report is then presented to you to explain the combination of strategies we have identified for your family and how to implement them. At that time, you, your consultant, and your CPA determine how to proceed so you receive the most beneficial outcome.

At this point, your consultant keeps you updated on a monthly basis with information about the ever-changing college funding developments and any new strategies that arise that can positively impact your college funding plan.

You will have a trusted adviser who is on your side to provide continuing world-class, personal service.

To follow are some of the things you will learn by working with Fox College Funding:

  • How to pay for college with pre-tax dollars, and have the IRS pay for a big piece of your college expenses.
  • How to send your child to an expensive private university for the same or less than the cost of a state school.
  • How to get money from colleges and universities—even if you don't qualify for need-based financial aid.
  • Exactly what you should and should not do before applying to college so your child is offered more money.
  • How to avoid the biggest mistakes parents typically make when paying for college.
  • We will teach you the college funding "rules" so you can make them work for you and not against you.
  • Unlike financial aid strategies that other companies promote that cannot be guaranteed (because the colleges themselves ultimately determine the outcome), we focus on strategies that are in your control and can actually help reduce your expenses. You are advised on how to implement personalized strategies so that you can pay for college and still save for retirement and other financial priorities.
  • We assist you in filing any college funding forms that you need to submit.
  • We coach you on appealing any money award you are offered by a college to increase the offer (if appropriate).
  • We work with your child on how to get the most out of his or her college experience. Trust us—this alone is worth our fee!
  • We take the college funding process off your shoulders so you can relax, save countless hours, and avoid the stress and aggravation of trying to figure out how to efficiently pay for college.

Our Fees

Our fees are based on the complexity of your college funding plan. Our initial planning fee range is: $995 (basic), $1495 (business owner), or $1995 (complex plan). Most plans fall under tiers one or two. There is a discount for planning for multiple children. In addition, we charge a $39 per month membership fee for ongoing support since each plan involves multiple years. Our members receive special offers and discounts that are not available to the public.

We will not accept you as a client unless we feel we can provide you with services and an outcome that will exceed your fee. We are so confident of the value of our services that we offer you a 100 percent satisfaction guarantee. If we don't show you how to reduce your college expenses or you don't feel the planning we have engaged in together and the information and support we have provided you was not useful and its value to you didn't exceed the fee you paid, we will be happy to provide a full refund.

Delegate the college funding process to us so you can relax!

Click here to find out what a college funding consultant can potentially do for your family.

Inquire Now