Welcome to LFE Directory of Financial Professionals

Increase Your Visibility

We’re so glad you’ve registered to be listed in our new Directory of Financial Professionals.

Our goal is to help increase your visibility and help the Institute Members – and others – learn more about you … and how your services can help them make smarter financial decisions as they plan for college.

Complete the information below for your Listing, and let us know if you have any questions.

The LFE Team
directory@lfeinstitute.com

Directory Listing

Your Name

First Last

Designations (i.e., CFP, CPA, ChFC, etc.)

Preferred Category Listing (i.e., Retirement Planning, College Planning, Tax Planning, etc.)

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

Firm Name (Optional)

Business Address (Optional)

Street Address Address Line 2 City ZIP Code

Your Email Address

Email Address Confirm Email Address

Office Phone

Mobile Phone (Optional)

Your Preferred Method of Contact

Website

Pro & Featured Listings

Upload Logo (Optional)

Max. file size: 128 MB.

Upload Image (Optional)

Max. file size: 128 MB.

Featured Listings

Your Tag Line or Quote

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

Column 2

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Welcome to LFE Directory of Financial Professionals

Increase Your Visibility

Directory Listing

Pro & Featured Listings

Featured Listings

New College Related Trends