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
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?”
Star Spangled Salute
Local Rotary Clubs worked together to promote a Star Spangled Salute on the 4th of July in downtown Columbia to celebrate our Nation's Birthday.
Kids Helping Kids
Thanks to Kids Helping Kids from FUMC, Columbia for their help in sending some other kids to camp...
Running From vs To
We all have moments from time to time when our reaction is to flee. Run as fast as we can away from something so frightening that we don't care where we are going. Many times we may even be headed towards something or someone more harmful than what is worrying us.
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
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
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
529 College Savings Plans
IRAs, Roth IRAs, SEP IRAs
Money Purchase and
Profit Sharing Plans
Advisors are happy to
assist in Elder Care
Planning and work with
other advisors to form
an advisory team.