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Who We Are:
Caliber Investments is a full service investment firm. We focus on multiple asset classes and offer a full range of investments from many investment companies.
Our Mission:
Here at Caliber Investments, our mission is to offer a broad selection of investment choices while providing personalized service to each and every client. Our primary focus is customized financial planning that is intended to fit all types of investment goals. David J. Elrod is the president of Caliber Investments. He has over 20 years of experience in the securities and annuity industry and holds a bachelor's in science from Moody Bible Institute. In addition, he holds a CFS designation from the Institute of Business and Finance, AIF Fiduciary designation, as well as AAMS designation from the College of Financial Planning. Mr. Elrod has previously appeared on Fox Toledo, WSPD, and worked as an ELP (endorsed local provider) for Dave Ramsey.
Our Core Values:
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People before business
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Provide personalized service to every client every time
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Act with honesty and integrity without compromise
Our Services:
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Investment Services
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Retirement Income Planning
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Estate Planning Assistance
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Insurance Services
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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