Billy Ray Caldwell Jr.
President
Office: (615) 370-8988
bcaldwell@caldwellgroupllc.comNatasha L. Smith
Chief Operating Officer/Chief Compliance 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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.