Specialties
About Me
I work with Entrepreneurs, Business Owners, and Affluent Individuals to help preserve their lifestyle and legacy and protect their loved ones.
You're never too young or old to create a plan to mitigate the consequences of life's unexpected events. With five decades of experience and deep institutional knowledge, we work with clients and their planning team, including accounting and legal professionals, to minimize taxes while working and in retirement, sell or transfer a business, or create a legacy for successive generations. By creating and implementing a plan, CFS helps protect your income, family, and charitable endeavors through: ✔ Tax diversification strategies ✔ Comprehensive Life insurance at competitive rates ✔ Asset protection from market risk Successful retirement planning involves many challenges. We help clients answer these fundamental questions: ❌ What will happen to my 401(k) if the market crashes? ❌ Am I saving enough for a comfortable retirement? ❌ How would my premature death/disability affect my family’s future? By working with the Team at Calderwood Financial Strategies, our clients are able to: 🎯Feel confident they have a plan in place to protect their family and/or business 🎯Minimize taxes while increasing income 🎯Have assurance they will leave a legacy for future generations
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Interests & Hobbies
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Always free for clients.
Credentials
CLU®
Chartered Designations
What do these credentials mean?
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Disclosures
Investment advisory services are offered through Calderwood Financial Strategies, Inc., an SEC-registered investment adviser. In accordance with the Department of Labor’s Regulations defining fiduciary investment advice for purposes of providing investment advice for a fee, Calderwood Financial may provide 401k Plan participants with information about the Plan, such as the overall benefits of Plan participation, the impact of pre-retirement withdrawals on retirement income, investment objectives and philosophies, and risk/return characteristics. Calderwood Financial may also provide 401k participants with general financial and investment information such as diversification and dollar-cost averaging, educational information about asset allocation models for hypothetical investors and interactive investment materials to assist 401k participants in assessing their future retirement income needs.