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.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like the junk in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Are you ready for retirement? Here are five words you should consider.