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
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Knowing your options when a CD matures can help you make a sound investment decision.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.