Stage 3 - Approaching College

Approaching College

In this stage of the College Funding Planning process, knowledge is often your biggest asset. Reviewing your plan prior to enrolling in college could make a beneficial impact on reaching your objectives. Some common issues addressed in this stage are:

  • Process Review
  • Needs Analysis
  • Goals Reassessment
  • Plan Review
  • Finalization of Planning Process

CLICK HERE to Learn More About the Approaching College Stage of the College Funding Planning Process.

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Information and Questions

Here are some questions and things to think about when it comes to Fixed Annuities

Inflations Impact on College Funding.

What assets are taxable

When/How to Access Financial Aid.

How to Maximize Financial Aid.

What College Funding Options are Available.

How College Funding will Imapact Retirement Income.

When am I going to fund a college education?

What are the future costs of college?

What assets will/do I have?

How much should I be saving for College Funding?

What College Funding Plans are available to me?

Why should I be saving for College?

About Us

Based in beautiful Southern California Wine Country, Calculated Insurance was founded in 2006 and incorporated in 2009.

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28936 Old Town Front Street
Temecula, CA 92590

800.706.9050