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
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?