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?”
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.
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...
Hugh Travis Speaks at Kiwanis Meeting
The Kiwanis Club of Columbia was happy to have Hugh Travis, Scout Executive BSA Middle Tennessee Counsel, as our speaker last week. Thanks for all you do for the youth of Middle Tennessee!
Locals Graduate from Leadership Program
Tiffany Howard, University of Tennessee Institute of Agriculture advancement director, and Berrie Pate, Caledonian Financial financial advisor, have graduated from....
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...
Montee Sneed and Keith Winchester of Troop 114 of Columbia visit with UMC Bishop Bill McAlilly at the Bishop's Dinner in Brentwood, TN.
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.