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New Partner Option Directory of Financial Professionals

Listing in the Directory

Institute Members using our College Planning Resources, as well as others frequently ask LFE for Advisors, College Planners, and CPAs who are committed to helping parents and grandparents of college-bound students make smarter financial decisions. That’s why we’re creating a Directory of Financial Professionals.

The listing is FREE, but there’s a minimal one-time set-up fee. This helps screen out those who are not serious about helping Institute Members or generating referrals in the future.

If you want to be added, select one of the following Listing Options, then complete the following information. We’ll send a proof for your approval prior to posting your Listing.

The LFE Team

Directory Listing

Complete the following with any information you'd like to include in the Directory. We'll send a proof for your approval prior to posting your Listing. Let us know if you have any questions.

Your Name
This is the primary category for your Listing. As the Directory expands, 'Featured Listings' will be listed under multiple categories.
Business Address
Your Email Address

Pro & Featured Listings Only

Max. file size: 128 MB.
Max. file size: 128 MB.

Featured Listings Only

Consider what message you would like to send to parents or grandparents of college-bound students.
List up to 8 bullet points (4 words or less) of the services you offer.
Column 1
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