Invest Your Time and Save on College
Clear View Wealth Advisors, LLC, the parent of College Cash Pro, is a leader in providing college planning and funding solutions to parents and grandparents of college-bound children, helping them solve their college funding dilemma.
The practical benefit of our WealthCare™ / CollegeCashPro™ programs can be significant savings on a family’s overall college bill – dollars that could be reallocated for other, even more urgent purposes, like retirement savings.
Before you invest potentially $100,000 or more for college tuition, fees and housing — one of the largest expenses your family may ever make next to buying a home or funding retirement – invest some time with a qualified college planner and find ways to SAVE ON the cost of college … potentially 40% or more off the sticker price.
With the help of our College Cash Pro WealthCare ™ programs, you’ll save money on taxes, investment and insurance expenses and spend less than you might otherwise pay for a college education through a combination of personalized strategies.
As fee-for-service (as opposed to fee-based or commission-based) professionals, we do not make any money from recommending, selling, or trading financial, insurance or annuity products and services. Somebody does have to pay us, and from a conflict-of-interest standpoint, we believe it should only be the people we’re advising — not the companies, products, individuals or investments we might be recommending.
We charge a fixed fee generally based on your student’s age, your income, net worth, tax status, scope and complexity of your family’s situation. A deposit is due with the beginning of a project and the balance is payable monthly over for the duration of the project period outlined in the service agreement.
College Cash Pro Tuition Buster & WealthCare© Package Fees:
Program fees are quoted on a sliding scale based on a student’s grade and combination of family adjusted gross income and net worth.
Hourly Rate Option for Planning Services (Minimum fee is $360 or 3 hour minimum, whichever is higher):
- $90 per hour for gross income up to $50,000 and/or net worth up to $100,000
- $120 per hour for gross income > $50,000 up to $120,000 and/or net worth up to $250,000
- $150 per hour for gross incomes > $120,000 up to $150,000 and/or net worth up to $500,000
- $200 per hour for gross incomes up to $200,000 and/or net worth up to $1M
- $250 per hour for gross incomes > $200,000 and/or net worth > $1M up to $2.5M
- $300 per hour for higher incomes or net worth or special projects not otherwise listed
Services are available in bundles as well as on an a la carte basis.
Professional Evaluation / Review (2 hours) are available starting at $300.
- $360 or
- $180 if added to Bronze or Silver bundled programs or
- Included at no additional fee in Gold and Platinum bundled programs
Budget and College Cash Flow Analysis: Starting at $500
529 Savings Plan Selection: $500
529 Portfolio Lab Analysis with personalized investment recommendation and one-year support: add $250
FAFSA and Profile Form Answer Key / Financial Aid Form Preparation: $300
Strategy Sessions – 2 1/2 Hour In-Depth Consultation without Formal Reports: Starting at $600
College Funding and Retirement Readiness Check: $800
Strategy Sessions – 3 Hour In-Depth Consultation with Reports:
Starting at:
- $800 for one student
- $900 for two students
- $1,250 for three students
Annual Review: $900
Annual Review including FAFSA preparation assistance: $1,100
Client Care Center Financial Aid and College Admission Services
For more detailed information on these services, click here
- Client Care Premier – Starting at $1,250
- Client Care Premier Plus – Starting at $1,800
Tuition Buster Bundles
A set of formal professional plans that help a family calculate the optimal funding strategy for their situation along with professional advisor guidance.
Program bundle fees range between $750 and $4,000 depending on the age of the student and package of services requested but average approximately $150 per month – well under the cost for fees and textbooks for one semester.
Tuition Buster Bronze: $1,200 plus $350/student (1)
Reports and Analyses Included:
- Cashflow Summary Review
- College Cost Calculator to Determine College Education Needs (up to 2 colleges)
- Estimate of Funding Gap
- Projected Expected Family Contribution
- Review of Tax Planning Strategies to Lower College Costs
Tuition Buster Silver: $1,500 plus $350 per student (1)
Reports and Analyses Included
- Family Funding Analysis with Cash Flow Plan
- Projected Expected Family Contribution
- Aid Eligibility Comparison Report comparing multiple college options
- College Cost Calculator to Determine College Education Needs (up to 4 colleges)
- Projection of Funding Gap
- Review of Tax Planning Strategies to Lower College Costs
- Strategies and tips to lower EFC and/or maximize aid
- Limited advisor support for one-year
Tuition Buster Silver Plus Retirement Review: $1,800 plus $350 per student (1)
- Everything in the Tuition Buster Silver PLUS
- Retirement Readiness Report
Tuition Buster Gold: $2,400 plus $300 per student (1)
- Everything in the Tuition Buster Silver with Retirement Review PLUS
- College Visit Scoring System
- College Quick Reference Guides
- Specialized Scholarship Search
- 529 Plan Selection and Portfolio Lab Analysis with Investment Advice
- Parent Resource Kit
- Career Assessment to Determine Course of Study (11th Grade+)
- Full Advisor Support for one-year with mid-year update
Tuition Buster Platinum: $3,600 plus $300 per student (1)
- Everything in the Tuition Buster Gold PLUS
- Professional Counseling, School Selection Assistance, Test and Interview Prep, Essay Assistance: Client Care Center with Premier College Admissions Coaching
NOTE:
Footnote 1: Fees may be adjusted to reflect more complex income, asset, tax and liability situations. Call for details.
Also,
- Multiple student discounts available for 3 or more students in a family
- Services are available separate from the bundled program presented here.
Monthly installment payment plans available. Credit cards accepted.