Calkins Investment Group

Dedicated to earning your trust

Value statement

As a father-daughter team, Calkins Investment Group assists individuals and families with establishing their financial goals and creating and implementing wealth management solutions to achieve them. Their focus is helping clients accumulate, protect and transfer wealth.

Calkins Investment Group takes pride in treating clients like members of the family. They operate with integrity and a duty to do their best for clients—a commitment they take very seriously. They work with you to prioritize your financial goals and adapt quickly as your goals evolve. They utilize a holistic approach to wealth planning to help meet your needs and objectives through every stage of the wealth planning journey.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Are you due for an insurance review?

When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.

Global Insight Monthly

Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.