Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
Book an in person meeting with Kellan Caldwell
Book a virtual meeting with Kellan Caldwell
Get guidance from someone who gets you.
An extended care strategy can offer benefits when you may need them the most, whether it’s at your home or in a facility. It can help give you the ability to preserve your financial independence and quality of life. Extended care coverage can allow your family to supervise your care rather than provide care, and it can also help protect your retirement income to fund the life you’re accustomed to.
My team can discuss the benefits of extended care planning with you in greater detail to see if it’s a good fit for your retirement strategy, schedule a connect meeting today.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
