YOUR LPL FINANCIAL ADVISOR IN DACULA, GA
Calder and Colegrove Investment Group is Dacula Georgia's premier financial planning firm servicing the local area and 17 other states. When you choose Calder and Colegrove, you get personalized service, objective planning, educational tools and strategies that'll help you meet your retirement and financial goals.
Calder and Colegrove provides financial planning, retirement planning, and insurance services to individuals, families, and businesses of all sizes. No matter what stage of life you're in, we look at each specific situation and your personal goals to develop a plan that's suitable for you.
When Is The Right Time To Start?
It’s never too late or too soon to start planning for retirement or to live a healthy financial life. Whether you're in the workforce, near retirement, or anywhere in between, Calder and Colegrove will utilize years of experience, dedication, and knowledge to help you pursue your goals.
Contact Calder and Colegrove today for your consultation to get started!
IRAs (Individual Retirement Accounts)
- Roth IRAs
- Life Insurance
- Estate Planning
- Retirement Planning
- Financial Planning
- Company 401(k)s
- 401(k) Rollovers
- Long Term Care Insurance
- 529 Plans
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
How to help determine life insurance needs to provide for your family after you pass away.
What can be learned from the savings rate?
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: right now.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.