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
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?