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09/23/2026

Does choosing the "perfect" college major matter as much as people think?

Not always.

The bigger financial risk may be taking six years to earn a four-year degree because of changing majors or transferring schools.

We explain why finding the right college fit can be more important than finding the "perfect" major on day one.

Watch the full episode for practical college planning strategies, then share it with a family who's getting ready for the college application process. https://apple.co/4xveKtz

09/16/2026

Would your child still choose that college if they knew what the student loan payment would be after graduation?

That's a conversation many families never have until it's too late.

Choosing a college isn't only about getting accepted. It's about understanding how tuition, student loans, and career choices fit together long after graduation.

Your child's biggest college expense may not be tuition; it may be the debt that follows graduation. Brock explains why student loan debt can affect far more than a monthly payment. It can shape career choices, financial flexibility, and the opportunities available after college.

Listen to the full episode to learn how to make smarter college funding decisions, then share it with another parent who's starting the college search. https://bit.ly/3Tzurlp

08/31/2026

What if your financial aid offer is lower than you expected?

Sometimes, the next step is simply asking another question.

In this clip from Little-Known Secrets of Paying for College, Brock shares how one family compared financial aid offers, referenced the school's own Net Price Calculator estimate, and asked the college to review the award.

The school may not have volunteered additional aid, but because the family asked, the outcome changed.

If you're comparing college financial aid offers, this is an important reminder that the first number isn't always the final conversation.

Listen to the full episode here: https://apple.co/4xdAZVF

Your student finds a college they love. It has the right major, the right campus environment, and the opportunities they...
08/24/2026

Your student finds a college they love. It has the right major, the right campus environment, and the opportunities they have been looking for.

There is just one problem: it is in another state.

Click link to learn how out-of-state students can pay less.

https://hubs.li/Q04tZ6dr0

08/21/2026

Could a family asset affect college financial aid more than they realize?

In this clip from Little-Known Secrets of Paying for College, Brock shares how one family's secondary real estate changed their financial aid calculation, and how a financial aid appeal helped them save approximately $168,000 over four years.

Before you assume the first award letter is final, it may be worth understanding what the school is actually considering and whether there are circumstances that deserve another look.

Watch the full episode to learn more about college financial aid, merit scholarships, and financial aid appeals.

https://bit.ly/4iekkwk

Tomorrow.The room fills with advisors committed to helping families while building stronger, more consistent practices.T...
08/04/2026

Tomorrow.

The room fills with advisors committed to helping families while building stronger, more consistent practices.

The conversations begin.

The collaboration begins.

The Success Summit begins.

We’ll see you in Washington.

Join us April 5-7, 2026 in Washington, D.C. for the premier conference for advisors who want to grow smarter, serve families better, and stand out through education funding.

Thank you to  for supporting the 12th Annual College Funding Coach® Success Summit.We appreciate their commitment to hel...
08/03/2026

Thank you to for supporting the 12th Annual College Funding Coach® Success Summit.

We appreciate their commitment to helping financial professionals access insights, tools, and investment resources that support stronger planning conversations with clients.

https://hubs.li/Q04q9ZkC0

Thank you to NAIFA-National for supporting the 12th Annual College Funding Coach® Success Summit.NAIFA serves insurance ...
07/31/2026

Thank you to NAIFA-National for supporting the 12th Annual College Funding Coach® Success Summit.

NAIFA serves insurance and financial advisors through advocacy, education, and professional community. We appreciate their support of advisors who are committed to serving clients, strengthening the profession, and building lasting impact.

https://hubs.li/Q04q9VRK0

Thank you to HERO for supporting the 12th Annual College Funding Coach® Success Summit. We appreciate their support of a...
07/30/2026

Thank you to HERO for supporting the 12th Annual College Funding Coach® Success Summit.

We appreciate their support of advisor education and the broader conversations around retirement planning, home equity, and practical client strategy.

https://hubs.li/Q04q9Vvb0

We’re almost there.In just a few days, advisors from around the country will gather at the National Press Club for the 2...
07/30/2026

We’re almost there.

In just a few days, advisors from around the country will gather at the National Press Club for the 2026 Success Summit.

Three days of:
• strategy
• collaboration
• implementation
• meaningful conversations

We cannot wait to welcome everyone to Washington, D.C.

Join us April 5-7, 2026 in Washington, D.C. for the premier conference for advisors who want to grow smarter, serve families better, and stand out through education funding.

Address

23540 State Road 54, Suite 113
Lutz, FL
33559

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15712086971

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