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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Being healthy not only makes you feel good, it may also help you financially.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.