About Us

WELCOME TO CALDERWOOD FINANCIAL STRATEGIES, INC.

Penetrating vision… When there's a clear vision, and you've got a creative team working toward your goals, it often comes together quite elegantly at the endpoint.

Since 1976, Calderwood has provided customized financial services, attention to detail, and superior customer service.  Calderwood Financial works with business owners, self-employed professionals, and affluent individuals.

Your business is doing well, but you ask yourself, “Am I doing everything I can or should to feel more secure?” At Calderwood Financial, our major focus is helping our corporate clients with:

  • Maintaining and Increasing Corporate Cash Flow
  • Reducing Income Taxes
  • Harvesting Business Equity

Today, the business environment is changing rapidly, protecting your talent investment is critical to your company's bottom line. Executive benefits are key to the business owner's ability to “harvest” equity from their company that is unique to them.

Neither Woodbury Financial Services, nor its registered representatives, offer tax or legal advice.

Team

Financial Concepts

Strategic Alliances

Disclosures