Welcome to College Planning Experts!


  • Are you the parent of a college bound student?

  • Is your 401k now a 201k?

  • In today's economy how can you fund a college education?

If you're concerned about how to pay for college, you're not alone. Taking the proper actions to create a focused approach to the college process takes confidence and skills not formally taught. If not done correctly and on time, college will cost you more than an education, it will impact all other aspects of your financial well being.


I’m Tate Felts and I've developed a unique approach that will help your student find a good college fit as well as an approach to funding college that will not leave you broke. It turns the college experience into a game that you can actually win.


Surveys find that many parents underestimate how much cash they will need during their children’s college years, and therefore end up tapping into their retirement, or worst, pick up a second job to cover the additional cost. Parents: don’t be this statistic!


We have helped hundreds of families in your area plan and pay for college. See what other parents have to say about our practice. We also offer local community workshops titled How to Pick the Right College for Your Student and Your Pocketbook. If you are the parent of a high school student who plans to attend a four-year state college or a private university, you owe it to yourself and your student to register for one of our FREE workshops. You can view our schedule and sign up here.


Recently Tate Felts was featured on Fox 43 for his inside knowledge regarding college planning. Check out the video below!


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"With the help of Tate's expertise, we received over $16,000/year in grant money for our two students."

-- Patsy Marks

"Your service and counseling gave us a competitive edge that made attendance at Princeton a financial reality."


-- Great Bridge High Parent