July 2023
Download the Full Quarterly We are currently observing a nationalizing of the economy. What does this imply? The brunt of the monetary...
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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. their benefits.
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 leads our investment advisory practice as the majority owner, serves at Golden K. Kiwanis, visits long-term care facilities with his collie Lily, and enjoys a fine craft beer.
Daren Shavell, CFA
Brian leads our 401(k) & employee rewards consulting practice, serves at New Canaan Society of Grand Rapids, and is always holding a coffee — or a child.
Brian Riefepeters, FSA, EA
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