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!
Yamini Sharma
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!
Michael Hammack
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!
APRIL RITCHOTTE
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.
James McKinney
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.
Josh
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
Abbey Mewbourne
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.
Cori Murphy
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.
Laura Rattner
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.
Jesse Wasson
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.
Chuck Jody
Love the creative approach to college…
Love the creative approach to college funding!!!
Kyler Mitton
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!
Deborah Freeman
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.
Brie
