College Funding Secrets (Legetty Educational Services, Inc.) Avaliações 16

O TrustScore é 4.5 de um total de 5

4,5

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Detalhes da empresa

  1. Serviços Financeiros Alternativos

Escrito pela empresa

College Funding Secrets (Legetty Educational Services Inc.) Our mission is to help high income families get free money for college and send any child to the school of their choice without having a negative impact on their retirement. The complete 4-step system that maximizes the free money for college and helps you pay for college without sacrificing retirement. You will learn how to increase merit-based scholarships through student positioning, and get financial aid scholarships through financial positioning. We will also show you how to get tax scholarships, real estate scholarships, college funding scholarships, and retirement scholarships. STEP 1: Financial Aid Scholarships Unlimited strategy sessions with Financial Aid Consultants STEP 2: Tax Scholarships Unlimited tax‑strategy consulting STEP 3: Real Estate Scholarships Unlimited real‑estate coaching focused on 98 % done‑for‑you short‑term‑rental (STR) investments STEP 4: College Funding Scholarships Unlimited consultations with Certified College Funding Specialists to lower SAI/EFC and increase financial‑aid eligibility


Informações de contato

4,5

Excelente

O TrustScore é 4.5 de um total de 5

16 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Avaliado com 5 de um total de 5 estrelas

A simple thank you is not nearly enough!

I am way beyond saying thank you, to you, Theresa. That does not come anywhere close to my sincere appreciation for ALL that you have done and continue to do for me and my children.

I was skeptical at first…but through your many offerings to meet, you showed amazing patience in teaching, guiding, explaining more, and showing me how this works. I can confidently say that because of you…I now ‘get it’!!

You are my beacon of light, providing me hope, direction, and inspiration and doing with such grace in your professionalism and sincerity.

I am not sure how I was so lucky to be your client, but I am forever thankful!

31 de março de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great Company with Helpful Strategies

College Funding Secrets has helped tremendously with our College Planning and has saved us thousands of dollars in taxes that help reduce attendance costs. They are using real estate and tax strategies no one else is doing which sets them apart from other similar services.

1 de dezembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Working with College Funding Secrets

Working with Lance and his team has been a game-changer for our family. Over the past eight months, they’ve helped us significantly lower our taxes using smart, creative strategies we wouldn’t have known about on our own. What impressed us even more is how they structured things to help us qualify for more college financial aid. They truly care about helping families keep more of what they earn while planning wisely for the future. I can’t recommend their expert team enough!

13 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Working with College Funding Secrets

Working with College Funding Secrets, I've consistently been impressed by the depth of knowledge of this team. From tax strategy, to College planning, Lances team does an exceptional job at distilling complex planning into a clear process. Thanks to them I see a clear path to how I will create generational wealth and not have to work until I'm 60!

19 de dezembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Integrity. Useful strategies. All-in-one help

This company is led by Lance Morgan who leads with integrity and his team follows suit. I have saved money in tuition, learned how to save more effectively, and use tax mitigation strategies to save in taxes legally and create money for retirement. They have surrounded themselves with a team of experts who you have all in one place, are accessible, down to earth and super helpful - for people with money and people who are average families just trying to find a better way. Would recommend!

1 de novembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Best College Planning Strategies

Most comprehensive way to save money for college and retirement that I have seen so far. This is not a one size fits all type of college planning company. They work with you on your situation to determine what would fit best.

1 de novembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Their strategies saved me over $300k

Lance and the team at CFS have a different approach. I never thought I would qualify for financial aid, but through their strategies I was able to qualify for massive discounts. Plus, I got a huge tax refund. Life changing.

8 de novembro de 2025
Avaliado com 5 de um total de 5 estrelas

LIFE CHANGING!!

Lance and his team has been extremely helpful!! My CPA always played on the safer side so being able to learn and educated myself on how billionaires are paying $0 in taxes 100% legally while being able to implement these things myself has been extremely life changing!! Can’t recommend this team enough

16 de setembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Changed our family’s financial future

I’ve worked in college planning for 20 years, and Lance Morgan still taught me things about paying for college that I had never heard anywhere else. Because of his strategies—especially the real estate approach—I maximized free money for my daughter, avoided unnecessary costs, and even strengthened my retirement savings. I still used Parent PLUS loans, but now I have a clear, smart plan to pay them off. Working with Lance changed our family’s financial future.

20 de novembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great team

Great team, very knowledgeable. Dan explained all the pros and cons and helped us find the best solution for our college needs. We've been clients for the past 5 years.

11 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

No Plan for College

I was a parent with nothing saved for my kids to go to school. In the process of looking online for a side job to help pay for it, I came across Lance and the 4 Secrets to paying for college and getting it back in retirement videos. After meeting with their team to help me understand how to approach my situation, we developed a plan that I've been using for the past year. These strategies have given me the confidence I needed to plan for the future.

1 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

College Funding Secrets Provides Unique Strategies

College Funding Secrets provides unique strategies to pay for college while also increasing your retirement cash flow. We are using the concepts taught by Lance Morgan and his team to pay for our two sons to attend college while building up our real estate portfolio.

7 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I am a single mom of three…

I am a single mom of three college-bound daughters. Working with Lance and College Funding Secrets provided me with the steps and tools to make sending (and affording) college possible without sacrificing my retirement. I am so grateful to have found them last year!

6 de novembro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Thank you CFS & Lance!

Working with Lance and his team has been awesome. I’ve never seen this many pieces of financial planning, tax strategy, and creative wealth building put together in one place to show me ways to grow money I didn’t know I needed to know about. So grateful for the CFS team experience and looking forward to see what else they can do over the years.

1 de novembro de 2025
Avaliação não solicitada

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