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?”   More
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.   More
 
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.