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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.

 

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Split Annuity Strategy

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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Using smart management to get more of what you want and free up assets to invest.

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Here’s a crash course on saving for college.

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Smart investors take the time to separate emotion from fact.

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