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Caliber of Financial Services in the Industry
At Caliber Financial Partners, we pride ourselves not only in offering the services you need, but delivering the peace of mind that can only come from having a cohesive financial plan. Let us put you on the path towards your future dreams.
- What would it take to retire comfortably?
- How much money must I save for my child’s education?
- How exposed am I to significant financial risk?
Don’t settle for average advice when it comes to the important questions in your financial life. Step up and experience a higher level of guidance and service with Caliber Financial Partners.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are five facts about Social Security that are important to keep in mind.
It sounds simple, but paying yourself first can really pay off.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Do your insurance needs stay the same when the nest empties?
There are things about Social Security that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Explaining the SECURE Act and how the changes affect your retirement strategy.
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.