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    • Home
    • About Us
      • Our Approach
      • What Makes Us Different
      • Meet Our Team
    • Services
      • Retirement Planning
      • College Planning
      • Faith Based Legacy Plan
    • Media
      • Blog
    • Testimonials
    • Book Appointment
    • Contact Us
  • Home
  • About Us
    • Our Approach
    • What Makes Us Different
    • Meet Our Team
  • Services
    • Retirement Planning
    • College Planning
    • Faith Based Legacy Plan
  • Media
    • Blog
  • Testimonials
  • Book Appointment
  • Contact Us

Caldwell Wealth Management has a partnership with the Association of Certified College Funding Specialists because our Founder, Kameron Caldwell is a CCFS®  (Certified College Funding Specialist)  This designation has been recognized by FINRA and the Certified Financial Planner CFP® Board of Standards.  


The Program Includes:


We can quickly find over 15,000 scholarships offered by colleges around the U.S. in amounts from $2,000 to $40,000, including over 1,500 full ride tuition scholarships.


Each listing includes the GPA, and ACT/SAT scores needed to qualify and the direct link to access the application.


It even includes whether the scholarship is automatic based on grades and test scores, or whether it's a competitive or talent bases scholarship. 


 Avoid hundreds of hours researching college websites to find schools where your student would qualify for a top scholarship. 

Caldwell Wealth Management has also partnered with SAGE Scholars, an education funding consulting firm, to offer a Tuition Rewards Program that provide money for future college costs. 


The Program Includes:


  • Guaranteed future scholarship at hundreds of participating colleges (Private) Scholarships grows up to $65,000 for over a course of 4 years and does not affect future financial aid. No gifting or funding limits from parents and grandparents. 


  • College funding options that begin from birth to age 17. 


  • If your child never attends college, you have the ability to withdraw the money you've set aside tax free from the supplemental retirement account.


College Planning is not a one size fits all, everyone's unique and will get a custom tailor made plan for them. 


We have two different options of College + Retirement Planning, schedule your appointment for more information below. 


Annuities and Insurance for Retirement and Estate Conservation 

Insurance Products for Employee Benefits


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