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
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Doubling Your Money
This calculator demonstrates the power of compound interest.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.