Phone: (408) 813-3162 Email: bill.collegesmart@gmail.com

About Us

 

Our Vision

Make the highest quality education affordable to every American family

 

 

Our Mission

Provide the best strategic and financial planning so families can achieve the lowest possible costs to the best possible colleges. We do this by providing knowledge-based solutions, reducing student and parent loans, and positively impacting retirements which result in more resources for college.

 

 

About Us

CollegeSmart Solutions is an educational-focussed organization in the United States committed to helping students and parents navigate the college financial aid process and identify alternative strategies and sources of financial assistance. Our College Funding Coaches, who are certified College Planners with a wealth of experience in college planning, admissions, financial aid, loans, finance, trusts, estates, taxes and accounting, help families with:

 

College Savings Strategies
College Planning
Applying for Financial Aid
Positioning Strategies
Graduate On-Time Strategies
High, Middle & Low Income Strategies
EFC Optimization Strategies
College Gifting Comparisons
Scholarship Strategies
Loan Strategies
Cash Flow Strategies
Risk Management Strategies
Financial Aid Appeals Strategies
CPA/Tax Planning Strategies
Business Owner Strategies

Get Your Free College Planning Evaluation, or Learn About 5 Amazing Ways to Pay for College

Whether you are ready to move forward with a free customized plan, or you need more information, click one of the links below