Caledonian Financial provides Financial Products and Services to individuals, families, and entrepreneurs. We specialize in Financial, Asset, and Risk Management in addition to Retirement and Estate Planning. We gladly work in conjunction with attorneys and tax professionals as a part of our client’s financial team. Every investor, whether seasoned or just beginning, receives our personal service and dedication.

The Red Ribbon
The Red Ribbon
After the market crash in 1987, a friend came into my office and exclaimed “I can’t do this anymore. Would you please write down everything I’m supposed to do for my family’s financial future?”
Emergency Money Plan Worksheet
Emergency Money Plan Worksheet
Do you have an Emergency Money Plan? This easy to use Emergency Money Plan Worksheet is a great way to start.
Caledonian Financial, Inc. Honored with TNCPE Commitment Award
Caledonian Financial, Inc. Honored with TNCPE Commitment Award
Caledonian Financial, Inc. was honored at the 21st annual Excellence in Tennessee Awards Banquet, held on Wednesday, February 19th.
The Work of Several
The Work of Several
There are some very hard working individuals in America today. Recently, I ran into one of those hard workers while signing up to sponsor our local Dixie Youth Baseball League......
Main Street Columbia's Uncorked Comes to Caledonian
Main Street Columbia's Uncorked Comes to Caledonian
Caledonian Financial hosted the Buck 6 Band during Main Street Columbia's Uncorked event in October. Attendees bought tickets and strolled from one downtown location to another, listening to music, sampling the wines and appetizers provided at each location.
What You Need to Know about myRAs
What You Need to Know about myRAs
The myRA (rhymes with IRA) is a new workplace retirement savings account discussed by President Obama in the State of the Union Address...
 
Investment & Advisory
Stocks
Bonds, CD's
Mutual Funds
Asset Management
529 College Savings Plans
Portfolio Development
Risk Management
Financial Management
Retirement Planning
IRAs, Roth IRAs, SEP IRAs
SIMPLE Plans
401k Plans
403b
Keoghs
Money Purchase and Profit Sharing Plans
Cash Management
Money Market Funds
ATM Access
Checks
Debit Cards
Bill Pay
Elder Care
Caledonian Financial Advisors are happy to assist in Elder Care Planning and work with other advisors to form an advisory team.