About CALDERWOOD FINANCIAL STRATEGIES, INC.
CALDERWOOD FINANCIAL STRATEGIES, INC. is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With years of experience and expertise, the team at CALDERWOOD FINANCIAL STRATEGIES, INC. provides objective and personalized financial guidance to its clients.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Provides objective advice and recommendations based on clients’ unique financial situations
- Helps clients create and implement comprehensive financial strategies
- Empowers clients to make informed decisions about their financial future
Facts and Insights
CALDERWOOD FINANCIAL STRATEGIES, INC. currently manages assets worth $500 million for its clients. The firm also has a team of 10 experienced advisors who are dedicated to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
The team at CALDERWOOD FINANCIAL STRATEGIES, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
CALDERWOOD FINANCIAL STRATEGIES, INC. serves a diverse group of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
The fee structure at CALDERWOOD FINANCIAL STRATEGIES, INC. is transparent and based on the services provided to clients. The firm charges a percentage of assets under management for investment management services and a flat fee for financial planning services. Clients are made aware of all fees and charges upfront.
Background
The founder and CEO of CALDERWOOD FINANCIAL STRATEGIES, INC., John Calderwood, has over 20 years of experience in the financial services industry. He holds various certifications and licenses, including the Certified Financial Planner (CFP®) designation. He is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
CALDERWOOD FINANCIAL STRATEGIES, INC. is committed to transparency and follows all regulatory requirements. The firm has a clean record and has not been involved in any disciplinary actions or legal proceedings.