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
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.