Investments Insurance 

We know there are many options from which to choose when it comes to your family's and business' financial security.  That's why we sit down with you to discuss your needs before taking the next step.

To help you secure your family's and business' financial future, we implement three different strategies: offensive, defensive, and special teams.

 

Developing Your Offensive Game Plan

This strategy focuses on enhancing your retirement options and underlying business strengths while leveraging your unique talents. Offensive investment strategies include:

  • RETIREMENT & INVESTING
    • Traditional and Roth IRA
    • 401(K), SIMPLE, SEP
    • Annuities
    • Executive Bonus and Deferred Compensation
    • Mutual Funds
    • Coverdell Educational IRA and Section 529 Plans


Building Your Defensive Strategies

 A defensive investment strategy is designed to help you plan for the expected and prepare for the unexpected events that could knock you out of the game. Defensive investment strategies include:

  • LIFE INSURANCE
    • Individual, Spouse, Child
    • Business Partner, Key Employee
    • Survivorship for Estate Preservation
  • DISABILITY INSURANCE
    • Individual and Group
    • Business Overhead
  • LONG TERM CARE
    • Individual and Endorsed Group


Coordinate Your Special Teams

Utilizing experts that work together will allow you to get back to what you love to do best. Your special teams should include:

  • PROFESSIONAL ADVISORS
    • Estate Planning and Implementation
    • Tax Planning and Consulting
    • Banking, Real Estate, Mortgage


Let Caldara, Wunder, and Associates service any of your financial needs. Call us today at (303) 979-8384.