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Calderwood Financial Strategies, Inc.

Strategies for Business Owners

Maximize your financial advantages.

Charlie Calderwood has worked in 5 different decades formulating 38 key business owner benchmarks that successful businesses have in place.  Let Calderwood Financial benchmark your business and compare with other highly successful businesses.  Help your business gain maximum financial advantage with Calderwood Financial’s business owner benchmarks.
Calderwood Financial can help formulate many important business strategies such as:

  • Employment Agreements for Key Employees/Executives
  • Employment Agreements for Owners
  • Qualified Retirement Plan Analysis
  • Retirement Benefits Using Multiple Plans
  • Business Transfer Studies
  • Buy-Sell & Key Man Concept Combination with Refund Option
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck