Helping High-Income Families Send ANY Student To ANY School Of Their Choice While Still Increasing Their Retirement Income Using Real Estate

CREATIVE COLLEGE FUNDING PROGRAM

$11,997 — Unlimited Scholarship Houses

Unlimited projects per year (based on goals + capital + availability)

BOX HOME PATH

The Box Home Program is a real estate strategy designed to help families create meaningful tax savings, build a tangible asset, and increase financial aid eligibility without a large upfront investment. It is a strong option for clients who want a solid tax reduction with a lower initial investment, especially when compared with larger real estate opportunities. It is also a smart year-end move for picking up valuable tax savings before the calendar closes while advancing a broader college funding strategy.

DIY STR PATH (100% OWNERSHIP)

We connect you with the resources you need at every step of our 6 step Scholarship House Business Process.

SCHOLARSHIP HOUSE DATABASE ACCESS

Lifetime access (Value: $397/mo)

The Scholarship House Database gives families access to hard-to-find, pre-vetted property opportunities with the market research, underwriting, revenue estimates, and tax-savings analysis already done for them. Instead of spending countless hours trying to find the right deal and run the numbers themselves, clients can quickly evaluate premium opportunities, compare options, and make informed decisions with far more confidence. It is a high-value resource because it saves time, reduces costly guesswork. It gives families a fast path to valuable tax savings while building an income-producing asset that can help pay for college while increasing financial aid eligibility.

COLLEGE SEARCH + CALCULATOR SOFTWARE

With access to our College Search + Calculator Software, families can quickly narrow down the right colleges based on academic fit, affordability, and financial opportunity. Instead of guessing which schools may be the best value, they can compare options side by side, project real costs, and identify where they may have the strongest potential for scholarships and savings. It gives families more clarity, more confidence, and a smarter path to maximizing free money while increasing financial aid eligibility.

COACHING WITH COLLEGE FUNDING SPECIALIST

Lifetime coaching with your dedicated College Funding Specialist means you have a trusted guide by your side at every point in the Creative College Funding Program. They sit in on meetings with our specialist team, help you understand your options, and guide you toward the right decisions with clarity and confidence each step of the way. The result is a more coordinated, less stressful process that helps your family move forward with a clear plan.

ACCESS TO DONE-FOR-YOU TURNKEY STRs (ALREADY IN-MARKET/PROFITABLE)

With access to done-for-you turnkey short-term rentals in our Scholarship House Database, families can review pre-vetted, already in-market opportunities that are ready to go and often move quickly. These properties may not yet be at the full Scholarship House level, but they can start generating cash flow now while you plan upgrades and renovations to improve performance and support your broader college funding strategy. Whether you choose a 50/50 partnership or 100% ownership, you can set your search criteria, get notified when new properties match, and move quickly on the opportunities that fit your goals.

WHAT THE 50/50 DEAL INCLUDES (HIGH LEVEL)

Preferred rate of 8% annual return paid monthly starting 90 days after your initial Launch Capital is fully funded

Hands-off co-ownership: You fund launch capital, we run the playbook

Client-first exit structure: After the bank is paid you get your initial launch capital back first on sale, then we split the remaining proceeds 50/50

STR Marketing Program included and fee waved (normally $3,000 setup + $97/mo)

If a purchase is terminated due to inspection/due-diligence issues, unused client funds are retuned

TAX STRATEGY SESSION

Get a tax strategy session with our tax mitigation firm to review your last tax return and create a strategy to reduce current and future taxes

1:1 CONSULT WITH LANCE MORGAN

One strategy consult with Lance + your College Funding Specialist

ADDITIONAL STUDENT FINANCIAL AID PACKAGES

Additional Students Financial Aid Packages normally $3,997 discounted to $1,500 per student

FAST-ACTION BONUS

The program fee includes one student; an unlimited number of students will be included at no additional investment if this agreement is executed within 3 days of your Creative College Funding Appointment

5 Step Program Details

Step 1: Onboarding & High-Level Game Planning

Meet Your College Funding Specialist Who Will Walk You Through Our 5-Step Process

Review The 5-Step Process

Schedule Appointments with Specialists

Intro and Overview of Our Private Members Only Portal

Start Looking in our Members Area for Creative Financing Properties

Create a Big Picture High-Level College Funding Game Plan

Start Building Your College Funding Plan Using Our Financial Roadmap Software

Establish the “Before” Current Scenario to Compare Later

Discuss Priorities and Next Steps

Step 2: Financial Positioning Strategies

Meet With Our Financial Aid Specialist

Dial In the Initial SAI and EFC Projections

Discuss Income Target for Max Financial Aid

Discuss Asset Repositioning Strategies for Max Financial Aid

Create a High-Level Strategy to Maximize Free Money for College

Narrow Down College Selection by Financial Fit in Our College Cost Secrets Software

Calculate Estimated Costs of College and College Loans

Complete The Financial Aid Forms (Fall of Senior Year)

Appeal Financial Aid Offers (Spring of Senior Year)

Step 3: Real Estate and Tax Scholarships

Meet With Our Real Estate Team

Discuss Overall Real Estate Goals and Options

Decide The Best Real Estate Option to Achieve Your Goals

Turnkey Airbnb Properties

Traditional vs Creative Listings

Traditional vs Creative Financing

Invest In Others Airbnb Properties

Tiny Box Homes (For Max Tax Savings)

Discuss Which Assets will be “Repositioned” to Real Estate

Work With Your College Funding Specialist to Estimate College Loan Payments

Continue Looking for Properties That Meet Your College Funding Goals

Work with Our Team to Underwrite Properties for Maximum Net Cashflow

Work With Our Team to Run Cost Segregation Studies for Maximum Tax Savings

Work With Our Team to Perform Any and All Due Diligence Before Purchasing

Work With Our Team to Purchase the Real Estate

Work With Our Partners for Renovations, Furnishing, and Staging to Create a Top 1% Airbnb Experience

Marketing and Staging to Create a Top 1% Airbnb Experience

Setup Professional Management with our “Hands Off” Management Services

Work With Our Tech Team to Setup a Web Page for Each Property

Work With Our Tech Team to Setup a Guest Database for Repeat Business

Update Your Financial Roadmap with the Estimated Tax Savings and Real Estate Cash Flow

Work With our Real Estate Team to Wash, Rinse, and Repeat for Multiple Properties

Get a tax strategy session with our tax mitigation firm to review your last tax return and create a strategy to reduce current and future taxes.

Working with our team to deploy any recommendations from the tax strategy consulting meeting.

Step 4: Private Reserve Strategy and Repositioning Assets

Create a Private Reserve Strategy for:
⦿ Earnest Money

⦿ Down Payments
⦿ Closing Costs

⦿ Mortgage Payments During Setup

⦿ Renovations and Staging

⦿ Unexpected Expenses

Leverage Layering Strategies

Additional Investment Opportunities

Compare Private Reserve Accounts

Discuss The 3rd and “Secret” Cost of College and How to Minimize It

Discuss Which Assets Need to Be Repositioned

Compare Pros and Cons to Moving Assets (Including Tax Implications)

Find Additional Money for the Private Reserve Strategy and Additional or Future Real Estate Investing by Avoiding the Top 5 Financial Mistakes

Retirement Savings

Mortgage Paydown and Home Equity

Additional Tax Savings

Insurance Savings

Debt Elimination Strategies

Learn The Retirement Scholarship Strategy for Long-Term Tax Savings

Update Your Financial Roadmap with Your Private Reserve Strategy and Retirement Scholarship Strategy

Step 5: Retirement Restoration From College Funding

See How to Pay for Any Student to Go to Any School of their Choice and Still Increase Your Retirement Income

Learn Additional Ways to Increase Retirement Income and “Makeup” for the cost of College Funding

Update Retirement Income Projections from Real Estate Income, Appreciation, and Retirement Scholarship Strategies

Compare Before and After Retirement Income and Tax Savings Using Our Financial Roadmap Software

Discuss Long-Term Real Estate Strategies

Discuss Long-Term Tax Strategies

Discuss Legacy Planning

We guarantee that the strategies provided in the program will result in at least $50,000 in total savings. On top of that, we're committed to helping you take real, measurable steps toward creating a college-funding asset. If, after 12 months inside the Creative College Funding Program, you have not secured either a short-term rental (“STR”) property or a Box Home, simply email us within 14 days of your 12-month anniversary, and we will refund 100% of your program tuition.

HEAR FROM OUR CLIENTS →

Success Stories

“I'm Kevin Harrington original shark from shark tank and I recommend these strategies. I wish I knew you when I was going to school.”

"For a small investment, I’ve experienced a 1,000% return and discovered the most brilliant strategy to pay for college while building real, generational wealth."

“My son was looking at two colleges—one public, one private—and the private one was actually half the cost because they gave so much more free money than the public school.”