Creative College Funding

CREATIVE COLLEGE FUNDING BY LEGETTY

College has to be paid for somehow.

Most families rely on savings, current income, a 529 plan, loans, or some combination of those options. Those tools can help pay the bill, but once the money is spent, it is gone.

WE ASK A DIFFERENT QUESTION:

Can the money you are already going to be spending on taxes and college be used more strategically?

Family reviewing college funding options
College. Taxes. Real estate. Long-term wealth.

What the team delivers

Tax Savings

Lower your tax liability through creative strategies. Specialized for W2/1099 and business owners.

Cash Flow

Create additional income to pay for college and last through retirement

Reduce Cost of College

Building a smarter way to fund college while working to reduce the actual cost.

Build Long-Term Wealth

The same strategy that supports education continue producing cash flow, appreciation, tax efficiency, and generational wealth for years after graduation.

YOUR DEDICATED TEAM

Account Manager & Strategy Specialists

You’re not hiring us for one property, one tax strategy, or one idea. You’re gaining an entire team dedicated to finding the right opportunities and guiding you through implementation.

It starts with your dedicated Account Manager, the quarterback of your financial strategy, who keeps everything organized, connects you with the right experts, and ensures your plan stays on track.

Your Strategy Specialists, your "wealth builders" that identify opportunities, develop personalized strategies, and help turn your financial goals into action.

Here’s what makes us different: We don’t just give you ideas and send you on your way. We work alongside you every step of the way.

One team. One coordinated strategy. Your family’s financial future.

Your 4-Step Strategic Roadmap

4-Step Strategic Process.

One Coordinated Team. Four Steps, In the Right Order.

Legetty 4-Step Strategic Roadmap: 1 College Planning, 2 Tax Planning, 3 Real Estate Solutions, and 4 Long-Term Planning.

  1. Step 1 · College Planning

    selection, financial aid, tax scholarships, appeals.

  2. Step 2 · Tax Planning

    mitigation strategies, CPA review, customized implementation.

  3. Step 3 · Real Estate Solutions

    bonus depreciation, cost segregation, acquisition support.

  4. Step 4 · Long-Term Planning

    income planning, tax-free retirement, legacy strategy.

Step 1

College Planning

Determine what college may actually cost your family and identify opportunities to reduce that number.

  • College-planning strategy sessions with an experienced expert.
  • College selection based on academic fit, financial fit, and available opportunities.
  • Financial-aid eligibility, appeal strategy, tax scholarships, and loan planning when applicable.
  • College Search and Calculator Software to compare schools and costs.
  • A clear plan for what your family may need to pay versus published cost of attendance.

Step 2

Tax Planning

Evaluate a range of tax strategies and identify the ones that fit your financial picture.

  • Review your current tax situation and opportunities for greater efficiency.
  • Explore tax-mitigation and business tax strategies that may fit your circumstances.
  • Coordinate CPA review and appropriate due diligence before implementation.
  • Build a customized implementation plan instead of a one-size-fits-all strategy.
  • Revisit opportunities as your income, family, and tax environment change.

Step 3

Real Estate Solutions

Move from strategy to implementation with options designed around your time, capital, risk tolerance, and desired involvement.

  • Access a Private Acquisition Team that helps identify and analyze opportunities.
  • Evaluate potential bonus depreciation, cost segregation, cash flow, market fit, and operations.
  • Choose from hands-on, done-with-you, or more hands-off pathways when appropriate.
  • Use the Scholarship House Database to review pre-vetted opportunities and analysis.
  • Complete due diligence before committing capital to a specific opportunity.

Step 4

Long-Term Planning

Bring the college strategy full circle so today's decisions support retirement, income, and generational goals.

  • Explore additional wealth strategies and long-term tax-planning opportunities.
  • Review income planning and tax-advantaged retirement strategies where appropriate.
  • Consider how real estate income, appreciation, and other assets may strengthen retirement projections.
  • Revisit the plan as income, tax laws, college timelines, and priorities change.
  • Build toward a stronger long-term legacy, not merely a paid tuition bill.

WHAT'S INCLUDED

Everything Inside the Program

IncludedHow It Helps
Complete 4-Step Strategic ProcessA coordinated strategy across implementation leadership, taxes, real estate, college planning, and long-term planning.
Dedicated Account ManagerYour central point of contact for strategy coordination, expert connections, implementation guidance, and annual plan updates.
Tax Strategy Review and Implementation SupportPersonalized opportunity review, one CPA consultation at no additional charge, due diligence coordination, and help moving approved strategies into action. Any CPA services beyond the included consultation require a separate paid engagement.
Private Acquisition TeamSupport identifying, evaluating, and completing due diligence on qualifying real estate opportunities.
Scholarship House Database AccessOngoing access to pre-vetted property opportunities, market research, underwriting, revenue estimates, and tax-savings analysis.
Multiple Real Estate PathwaysExplore BoxHouse, 100% ownership, turnkey short-term rentals, and 50/50 partnership options based on fit and availability.
College-Planning SessionsFocused expert guidance on school selection, financial-aid eligibility, appeals, loan strategy, tax scholarships, and the family’s expected college cost.
College Search and Calculator SoftwareCompare colleges by academic and financial fit, estimate costs, and identify scholarship and savings opportunities.
Weekly Lunch Lance Morgan Group Sessions.Lunch with Lance is your chance to attend when you have questions you would like our founder to answer directly.
Ongoing Strategic ReassessmentYour plan can be revisited as income, tax law, family circumstances, and college timelines change.

ONE-TIME INVESTMENT

$14,997

This is a one-time investment, not an annual or monthly fee.

100% satisfaction, no-risk money-back guarantee seal

OUR GUARANTEE

60-Day Money-Back Guarantee. We further guarantee that the strategies provided in the program will result in tax savings of at least $25,000 — and if not, we will refund 100% of your program tuition.

PROOF & TRUST

Families Who Moved From Theory to Implementation

Different goals, tax situations, timelines, and comfort levels — the common thread is a practical plan and a coordinated team.

“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.”

A few of our clients share their thoughts on working with us.

“The program has already paid for itself, in my opinion, with the savings we received from just one tax year. Now we have a long-term plan to prepare for college and grow our wealth through real estate.”

“Buying a BoxHouse eliminated our tax liability for the year and refunded everything we had already paid. I started out skeptical, but everything has gone exactly according to plan.”

“Our 2025 tax strategy reduced our taxable income to zero and produced a multi-six-figure tax refund. I did not believe it until the money actually hit our bank account.”

“We went from owing the federal government $21,786 to the government owing us nearly $3,000, with another $150,000 in depreciation carrying into the next year. It felt incredibly freeing not to write a huge check to the IRS.”

“One financial-aid appeal saved us enough to cover the cost of the program. With the tax savings and other benefits, we expect to pay under $10,000 for our daughter to attend Belmont University.”

“As a single mom raising three girls, I was going to use the equity in my home to pay for college. The team showed me a better way that protected my retirement and gave me a path to leave a legacy I never thought possible.”

“I came in with my ‘scam alert’ hat on, but I was impressed from the first call. The onboarding was organized, every meeting gave me a clear next step, and each person I spoke with was a true expert.”

“Why did I not know this existed before now?”

"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."

“Working with the team just really did give me peace of mind and it was also really nice to know that whatever dollars we were setting aside for college we’re also compounding overtime. So we were actually MAKING money.”

“The team are really just trying to make sure that parents understand that anyone can send their child to college… and the college that they want.”

“The plan has given my wife and I peace of mind and security in knowing that we’re going to be able to send both of our kids to college and also be able to retire.”

“I never thought I could keep my college savings and allow it to keep earning interest."

“Having a real plan for college costs gave us peace of mind and freedom we never thought possible.”

“I regret waiting so long to check this out—it's been a total game changer for our family.”

“I was amazed at how simple and beneficial it is—I’m so glad I found this approach.”

Individual experiences do not predict your results. Outcomes depend on personal circumstances, participation, and the strategies implemented.

Lance Morgan

MEET OUR FOUNDER →

Lance Morgan

“Parents shouldn’t have to choose between funding their child’s dream and protecting their own retirement. I created College Funding Secrets to eliminate that trade-off.”

  • Best-selling author and father of 5.
  • More than 20 years helping families navigate college-funding and financial-planning decisions.
  • Presenter for respected financial and wealth-management audiences.

REAL ESTATE PATHWAYS

Questions Families Ask Before Enrolling

Is this a college-counseling program?

No. College planning is one part of a coordinated four-step strategy that also addresses tax planning, real estate solutions, implementation, and long-term wealth planning.

Do I have to buy real estate today?

No. You are deciding whether to engage the team to build and implement your strategy. A specific tax strategy, property, or asset is selected only after review, education, due diligence, and confirmation that it fits your circumstances.

How much college-planning help is included?

The program includes private college-planning sessions with an experienced expert, plus access to the College Search and Calculator Software.

Will I have ongoing support?

Yes. Your Account Manager remains your central point of contact for ongoing strategy coordination, expert connections, implementation guidance, and annual plan updates. Specialist services remain subject to the scope of the program, and college-planning sessions are limited as described above.

What if I do not want to manage a short-term rental?

You can explore options with different levels of involvement, including more hands-on ownership, done-with-you support, turnkey opportunities, and qualifying 50/50 partnerships where Scholarship House handles ordinary-course management.

Can your team work with my CPA?

Yes. The program includes one consultation with a CPA at no additional charge so you can review potential strategies and due diligence. Any tax planning, preparation, filing, representation, or ongoing work beyond that consultation requires a separate engagement and additional fees paid by you. You should rely on your own qualified tax and legal professionals for advice specific to your circumstances.

Are tax savings, cash flow, or financial aid guaranteed?

We offer a 60-Day Money-Back Guarantee. We further guarantee that the strategies provided in the program will result in tax savings of at least $25,000 — and if not, we will refund 100% of your program tuition. Cash flow, financial aid, investment performance, and other outcomes depend on your circumstances and the strategies implemented. Examples and projections are not predictions of those outcomes.

What is separate from the $14,997 program tuition?

One CPA consultation is included at no additional charge. Any further CPA services, cost-segregation studies, LLC or entity formation, asset purchases, property-specific Initial Launch Capital, financing, closing costs, reserves, and other transaction-specific costs are separate and paid by you. BoxHouse, short-term-rental property, and other tax-mitigation strategies may require additional investment beyond the $14,997 program tuition.

What happens after my child starts college?

The strategy continues to look beyond tuition. Your team can revisit long-term income, tax efficiency, real estate, retirement, and wealth-building opportunities as your circumstances change.

Is the program right for every family?

No. It is designed for families that value coordinated planning, are willing to evaluate creative tax and asset strategies, and have the income, capital, timeline, and risk tolerance to implement appropriate recommendations.

Media Coverage

Optimizing Real Estate Investment Strategies With The Box House

The One Big Beautiful Bill Act (OBBBA) ensures that real estate investors will have ongoing access to the 100% bonus depreciation provision, which was previously scheduled to be phased out by 2027. The provision, which makes tax savings that previously took decades to claim available in the first year following a real estate purchase, can serve as a powerful tool for maximizing returns on real estate investing.

Featured

Using Real Estate to Reduce College Costs

Lance Morgan joins us to discuss using real estate to reduce college costs. He shares creative strategies families can use to reduce the soaring cost of college through tax planning, financial positioning, and real estate investing.

Media Coverage

Money Matters TV

Solutions to use your Tax Bill to pay for college

Tami Fratis, of Act Capital Advisors with Skip Massengill of SecureUs interviews Lance Morgan, CEO of Legetty Educational Services dealing with ways that can lower your income to help get scholarships to colleges for your children.

Podcast

Additional media coverage