INDIVIDUALS

Proven Results and Personal Service

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Each year, Caldwell & Company enjoys a steady increase of referred clients (20% from 2014 to 2015) who rely on our expertise and attentive service in personal financial planning and tax preparation. No matter what your tax situation is Caldwell & Company team has a well-earned reputation for helping you maximize your financial security with expert tax planning and a wide array of related financial planning services.

With each new level of personal achievement and growth, you face important decisions concerning financial planning, retirement, estate planning, trust and gift planning. Caldwell & Company can help guide you through all these life cycle events – with a level of personal service and attention to detail which is all too rare in personal accounting, yet often makes the difference between a successful strategy and disappointment. 

Call us and discover what so many of our referred clients experience year after year – a level of trust and confidence that can only come from proven results and personal service.