WE ARE CALDER
We promise passionate delivery. We know our success depends on your satisfaction, which we ensure by putting 100% of our fees at risk. We believe our clients deserve unbiased guidance, which is why we never sell products nor receive commissions of any kind. We deliver unparalleled service as a community of highly credentialed professionals.
For Employers
We provide strategic consulting and administrative services for employee benefits and compensation programs, with an emphasis in retirement plans. We operate as your outsourced HR rewards, with a willingness to invest significant time with your employees so they understand their benefits.
For Individuals
We provide comprehensive financial planning and modeling, investment management, and guidance enrolling in employee benefits and social security. We never sell any commissioned products and always provide unbiased guidance as a 3(38) fiduciary.
KEY SERVICES
Offering services to individuals and employers
Financial Planning
For Individuals
Wealth Management
For Individuals
Income Planning
For Individuals
Social Security
For Individuals
Financial Wellness
For Employers
Retirement Plans
Benefits Consulting
Compensation Consulting
Meet Our Partners
Daren co-leads our investment advisory practice, holds the Chartered Financial Analyst (CFA) designation, and constantly hunts for unique wines.
Daren Shavell, CFA
Dirk co-leads our investment advisory practice, serves at Golden K. Kiwanis, visits long-term care facilities with his collie Lily, and enjoys a fine craft beer.
Dirk Racette, CPA
Brian leads our financial planning practice, 401(k), and consulting practice, volunteers at Ada Christian School often, and is always holding a coffee — or a child.
Brian Riefepeters, FSA, EA