College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin


My name is Robert Schoelzel, I live here in Appleton. Over the past 23 years I have owned my own businesses.
Since 1994 I have been working in the financial planning world with a small sabbatical from 2001 - 2004.

What I came to find out through the years is I love working with people and HELPING them solve problems.  I
belong working one on one with people, helping them get through problems and solving issues. That is where
my heart is.

As a result of my oldest daughter Lyndsey attending college, I came under a lot of pressure to not only find her
a school, but to figure out how to pay for it.

There wasn't anyone I could turn to other than financial aid offices or my accountant.  What I soon realized is
my accountant wasn't educated on college funding strategies.  His job was to reduce my taxes, that was his
specialty. And the financial aid offices at the school... well, that is like asking the IRS to do your taxes.

So throughout this long and painful event I soon realized there wasn't a solid resource for parents to turn to.
There wasn’t anyone that truly knew college funding and truly knew their way around the financial aid network.   

So I searched and found the experts in this industry. In working with The National Institute of Certified College
Planners I have been immersed in training, obtained the coveted designation of “Certified College Planning
Specialist” and have developed a team that only a few select people in this country have.  I developed a team of
experts that have over 15 years of experience perfecting the system and implementing college funding
strategies.  As a team we have worked with thousands of parents all across the country in every imaginable
situation. As a result, over 2,300 strategies have been developed specifically to help families get through this
process.

Now I bring it all to you, the secrets to developing strategies that release thousands and in many cases tens of
thousands of dollars for college expenses.  My mission is to help you understand your rights and how to help
your family get through college without spending you life savings and devastating your cash flow. Having 4
children of my own, all college bound, I know your pain and the fear of trying to figure out how to pay for all of
this. I hope I can be service to your family and truly help you get through the process.

Please call me if you have any questions or if you would like to just sit and talk over a cup of coffee. Take Care
and God Bless.

Bob
About Us
Lyndsey - her initial reaction to how much college
actually costs!
Maggie, My junior in high school, just happy dad
lets her have the car and a cell phone!
Connor, (the one on the back) who likes to study
the Theory of Relativity, and Bailey, my baby girl
who isn't happy unless she can get 105% on her
tests. And of course our cousin Logan (front left)
who just wants to play football.