Billy Ray Caldwell Jr.
President
Office: (615) 370-8988
bcaldwell@caldwellgroupllc.comNatasha L. Smith
Chief Operating Officer
Office: (615) 370-8988
nsmith@caldwellgroupllc.comIndividual Solutions
Let us help you form an individual plan geared towards the success of your financial future.
Wealth Management Strategies
Through our registered advisory firm, Caldwell Advisors, LLC, we can help implement a number of strategies right for you.
Financial Advisors
For advisors contemplating the independent channel, we can help with your transition as well as future oversight.
Helpful Content
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?