What you do with your money matters, but who you trust to manage it matters more.
As a Caldwell Wealth Management client, you'll have a whole team devoted to helping you reach your financial goals and since multiple people will be familiar with your case and invested in your success, you'll get immediate assistance when you need it.
Your team will include a Certified Financial Planning (CFP®) or Financial Services Certified Professional (FSCP®) professional:
- Portfolio managers monitor and balance your portfolio.
- Financial planners use data to guide the team in building your financial plan.
- Our Investment Committee monitors fund performance, researches new opportunities, and reviews investment decisions.
With extensive experience in estate law, tax, insurance, and investments, we also often advise clients on topics outside of the realm of typical wealth management, such as buying a house or end of life planning.
The CFP® designation distinguishes financial planners who have met rigorous standards of education, examination, experience, and ethics.
The FSCP® designation offers the most complete product knowledge, and marketing and planning skills training available to financial services professionals today.
Services Offered
Life Insurance
Sage Scholar College Tuition Rewards Program
Life Insurance
Life insurance benefits can help replace your income if you pass away. This means your beneficiaries could use the money to help cover essential expenses, such as paying a mortgage or college tuition for your children. It can also be used to pay off debt, such as credit card bills or an outstanding car loan. There are different types of Life Insurance: Term, Traditional Whole Life, Permanent (Universal Life, Indexed Universal Life, and Variable)
Annuities
Sage Scholar College Tuition Rewards Program
Life Insurance
An annuity is a long-term investment that is issued by an insurance company and is designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life. There are three different types of Annuities: Fixed Annuities, Fixed Indexed Annuities, and Variable Annuities.
Sage Scholar College Tuition Rewards Program
Sage Scholar College Tuition Rewards Program
Sage Scholar College Tuition Rewards Program
Caldwell Wealth Management has partnered with SAGE Scholars, an education funding consulting firm, to offer a Tuition Rewards Program that provide money for future college costs.
Program Benefits Include:
Guaranteed future scholarship at hundreds of participating colleges (Private and Public). Scholarships grows up to $50,000 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, the ability to withdraw the money you've set aside TAX FREE.
Estate Planning
Employee and Executive Benefits
Sage Scholar College Tuition Rewards Program
A living trust is a legal document, or trust, created during an individual's lifetime where a designated person, the trustee, is given responsibility for managing that individual's assets for the benefit of the eventual beneficiary. A living trust is designed to allow for the easy transfer of the trust creator or settlor's assets while bypassing the often complex and expensive legal process of probate. Living trust agreements designate a trustee who holds legal possession of assets and property that flow into the trust.
Employee and Executive Benefits
Employee and Executive Benefits
Employee and Executive Benefits
- Key Person
- Executive Bonus
- SERP
- Deferred Compensation
Group Insurance Plans
Employee and Executive Benefits
Employee and Executive Benefits
- Health
- Dental
- Group Life
- Vision
- Disability Plans
- 125 Cafeteria Plan