Loveland-based College Planning Relief Expands

CINCINNATI - Jan. 26, 2015 - PRLog -- Over the past five years CPR has become the recognized leader in financial planning for college through its education and training of financial professionals nationwide on how to help parents pay for their children’s college without jeopardizing their own retirement.

Scott Moffitt, president and CEO, national speaker and author of College and Retirement – You Can Do Both had been searching for an academic planning expert to bring into the firm for awhile. “We are extremely pleased to have Troy onboard at CPR” says Moffitt. “His expertise in academic planning compliments our financial planning services. He has created a proven college preparation program and his “Build My College List Report” is like nothing I have ever seen. He has even developed a proprietary formula that predicts a student’s chances of acceptance at U.S. colleges and universities. We can now help more families in more ways than ever before.”

College Planning Relief provides financial planning services for college directly to clients in the Cincinnati, OH region while hundreds of licensees provide like services to clients throughout the US. In addition to the wealth of resources already available to these licensees from CPR, they can now take advantage of the newly added academic planning services.

Lum added “By joining CPR I can reach many more families than I could on my own. I’m looking forward to working with CPR’s network of financial professionals and helping them deliver the academic guidance so many families desperately need. Plus my family and I could not be happier about returning to the area. As is often the case here, while Scott and I had never met, it didn’t take long to discover that we both attended the same high school in West Chester, OH and my brother and Scott were classmates.”

Lum holds a bachelor’s degree in psychology, a master’s degree in leadership and a doctorate in education.  His 13 plus years of experience include positions with both universities and colleges, as a leadership and training consultant, and a college planner.

College Planning Relief, a division of Summit Financial Group, Inc. , a Cincinnati, Ohio based company, was created in 2009 to educate, train and assist financial professionals nationwide on how to assist families with college bound high school students on how to best pay for college without jeopardizing their own retirement. College Planning Relief works with over 400 financial professionals nationwide on the financial aspects of college planning. www.collegeplanningrelief.com