CALDER IS ONSITE AT THE ZOO MONTHLY! 2nd Thursdays 1-3PM!
Even though you can schedule a meeting with us anytime…anywhere (almost) by using the link above, we want to ensure it’s super easy to chat with us. That’s why we will be onsite at the zoo every 2nd Thursday between 1-3pm. One of us (Tom or Brian) will be waiting for you in the Boardroom in the Admin building, and you can simply drop in at your convenience to chat about any financial topic of your choice.
What’s your investment style? Click here to find out!
Click here for the presentation from our group meeting on 9/17!
The investment line-up now includes socially responsible funds from Calvert Investments and Parnassus Investments.
MEET ONE-ON-ONE WITH US!
As a participant in the John Ball Zoo Retirement Plan, you have on-demand access to financial advisors at Calder at anytime! We’re here to answer questions you may have about the retirement plan, including the investment lineup.
We can also help you put together a comprehensive financial plan through our Financial Agility Planning Platform. Our platform gives you three key financial metrics so you know your financial situation at a glance. These metrics consider prevalent financial risks and evaluates your financial strength or vulnerability against each. We then work with you to create a comprehensive financial plan to mitigate and/or overcome those risks, giving you the financial peace of mind you deserve. Click below to view a sample report and understand what data you should know in advance of booking a Financial Agility consultation.