Broker Check

Our Process

Hometown Investment Advice

Calder & Colegrove Investment Group has been providing hometown investment advice since 1996. Our clients include every-day Mom and Pop, Widows, Singles, and local small businesses.

Like a home-cooked meal, Calder & Colegrove believes in crock-pot planning, not microwave advice. Our value is found not only in the answers we provide, but also, in the questions we know to ask. Feel free to read more about our process below. We welcome your call and look forward to sitting down with you soon.

Schedule a Meeting

Discovery Meeting

Discovery meeting serves to develop retirement goals, gather all financial information, and answer questions.

Schedule First Meeting

Recommendation Meeting

Our collaborative retirement planning meeting includes investment recommendations and fee disclosures.

Let's Get Started

Client Communication

We make proactive check-in calls and schedule periodic reviews to help keep your goals in focus.

Schedule Review