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.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 630-472-5504, theresa.calkins@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.