Legetty means legacy.
Our mission is to empower families to send any student to any school of their choice without sacrificing their retirement—turning education into a catalyst for lasting generational wealth.
Our proprietary Creative College Funding System™ has already carved $100 M+ off tuition bills and added $612 K of tax‑free retirement income for real families—often in a single planning cycle.
Featured by the outlets discerning investors trust
98 %
annual client retention
20 years
elite college‑funding leadership
1,200+
families served
Case Studies
“Working with College Funding Secrets 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.”
“College Funding Secrets is really just trying to make sure that parents understand that anyone can send their child to college… and the college that they want.”
“The College Funding Secrets 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 was amazed at how simple and beneficial it is—I’m so glad I found this approach.”
The 4-Step Program
The complete 4-step system that maximizes the free money for college and helps you pay for college without sacrificing retirement. You will learn how to increase merit-based scholarships through student positioning, and get financial aid scholarships through financial positioning. We will also show you how to get tax scholarships, real estate scholarships, college funding scholarships, and retirement scholarships.
STEP 1: Financial Aid Scholarships
Unlimited strategy sessions with Financial Aid Consultants
STEP 2: Tax Scholarships
Unlimited tax‑strategy consulting
STEP 3: Real Estate Scholarships
Unlimited real‑estate coaching focused on 98 % done‑for‑you short‑term‑rental (STR) investments
STEP 4: College Funding Scholarships
Unlimited consultations with Certified College Funding Specialists to lower SAI/EFC and increase financial‑aid eligibility
Meet the Leadership Team
Lance Morgan, CEO
Best‑selling author, College Funding Specialist, and father of five
Daniel Moskowitz, COO
Scaled previous firm to $130 M+ sales; now building our next 10‑year growth engine
Paul Wintergerst, Sales Manager
Hot off the heels of his success at Publishing.com, a $130M per year he has taken on the leadership of our advisor team.
Attend our Masterclass, Unlock Lifetime Access to College Cost Secrets™ —Free.
Schedule a One-On-One Call With Our Team and Get The College Cost Secrets Software for FREE To See How Much You Could Save Using Real Estate To Get FREE Money For College
6-Step Program
The complete 6 step system that maximizes the free money for college and helps you pay for college without sacrificing retirement. You will learn how to increase merit-based scholarships through student positioning, and get financial aid scholarships through financial positioning. We will also show you how to get tax scholarships, real estate scholarships, college funding scholarships, and retirement scholarships.
STEP 1: Scholarship Magnetism
Student Positioning Scholarships
- Unlimited Education Consulting from experienced Education Consultants
- Find schools that meet the academic and social goals of the student
- Help students select a major and rewarding career
- Find schools with strong graduation rates to shorten time-to-degree
- Provide SAT and ACT strategies to maximize automatic scholarship money
- Identify private scholarships most families overlook
- College Essay Strategy Coaching
- Discuss in-state tuition options—even for out-of-state students
- Guide strategic applications to maximize merit-based scholarships
- Timeline & deadline management for the entire college journey
STEP 2: Aid Engineering
Financial Aid Scholarships
- Unlimited Financial Aid Positioning Strategy Sessions from experienced Financial Aid Consultants
- Learn strategies to maximize financial-aid scholarships
- Expert coaching on FAFSA & CSS Profile—avoid costly errors
- Timeline & deadline management for the entire college journey
- Review award letters: work-study, loans, grants, scholarships
- Strategic guidance to appeal aid and scholarship offers
STEP 3: Tax Scholarships
Tax Scholarships
- Unlimited Tax Strategies To Reduce Taxes and Increase Financial Aid Eligibility
- Find Tax Scholarships by reducing taxes using bonus depreciation and other tax strategies
- Maximize business deductions
- Work with our team tax strategists and financial aid experts to strategize the ideal income to maximize financial aid from the specific schools on your list
- Identify the perfect entity structure using LLC's, S-Corps, and C-Corps to maximize tax savings
- Use strategies like the Augusta Rule to reduce taxes by leasing your home to your businesses
- Use the STR Loophole by investing in Short Term Rentals (Airbnb) to earn bonus depreciation
- Use the commercial solar leasing programs to get the last 3 years of taxes back from the government to offset taxes using bonus depreciation
- Invest in a "Tiny Home" for the oil fields and receive a 5.5x tax deduction
- Unlimited tax consulting to understand the tax implications when moving assets
STEP 4: Real‑Estate Tuition ATM
Real Estate Scholarships
- Unlimited Real Estate Coaching and Short Term Rental Investments
- Invest in a 98% Done-For-You short term rental investment for guaranteed cash flow, appreciation, and bonus depreciation
- Find STR properties pre-underwritten for maximum cash flow and appreciation
- Weekly mentoring and coaching to increase your Real Estate knowledge for you and your students to create generational wealth
- Discounted cost segregation studies for bonus depreciation
- Creative financing options with lower down payments, no banks, and no credit checks
- Long-Term Real Estate strategies to match investment goals
STEP 5: Three‑Bucket Leverage
College Funding Scholarships
- Unlimited College Funding Consulting by our Certified College Funding Specialists
- Identify Financial Positioning strategies to reduce your SAI and EFC numbers to increase financial aid eligibility
- Our College Funding Specialist will work with our education consultants, financial aid experts, tax strategists, and real estate coaches to reduce the cost of college
- Create a detailed college funding plan comparing all your college funding options
- Discuss our Retirement Scholarship Strategy to show you a new way to save and pay for college that gives you money back in retirement
- Compare multiple college funding strategies side-by-side
- Find the lowest interest on college loans and strategize on which parent or student should take the loans
- Compare the pros and cons to moving 529 money and create a strategy to offset the taxes and penalties for moving the money
STEP 6: Retirement Starship™
Retirement Scholarships
- Unlimited Retirement Planning and Strategies to Increase Your Retirement Income, Create Tax-Free Income During Retirement, and Create Generational Wealth for Your Family
- Create a detailed plan to tie everything from steps 1-5 together and discuss how college funding will affect your retirement
- Learn how to triple your IRA retirement income
- Learn how to increase the money you leave your kids
- Additonal tax planning
- Estate planning
- Create generational wealth