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.
Services & Products
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Caledonian Financial offers a broad range of Financial Services tailored to the needs of each individual, family, or business. After sitting down with the client and determining a financial plan, several types of accounts or products may be recommended based upon the needs analysis, risk tolerance, and client’s vision of long-term financial stability.
Investment and Advisory Services
- Stocks
- Bonds
- CD’s
- Mutual Funds Exchange
- Traded Funds Asset
- Management Portfolio
- Development Risk
- Management Financial
- Management
College Savings
- 529 College Savings Plans
- UTMA
Retirement Planning
- Individual Retirement Accounts (IRAs)
- Roth Individual Retirement Accounts (ROTH IRAs)
- Simplified Employee Pension Individual Retirement Accounts (SEP IRAs)
- 401k Plans
- 403b Plans
- Money Purchase and Profit Sharing Plans
Business Solutions
Retirement and savings employee benefit solutions for businesses, large or small. We offer low impact employer tools with a high degree of employee care not offered by large plan providers giving small businesses the ability to compete with larger employers’ offerings.
Risk Management
Cash Management
- Money Market Funds
- Brokerage Accounts that provide Checks, Debit Cards, ATM Access, and 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.
Wealth Building and Management
We offer a wide array of Financial Products. A working knowledge of these products is imperative to the Financial Advisors. However, their ability to explain those investments in an understandable, common-sense manner to their client is also one of their primary objects.
Insurance Products
- Annuities
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Estate Planning
We are happy to work with your attorney and accountant to develop an estate plan for you.
Team
From our financial advisors to our support staff, the Caledonian Financial Team is here to respond to your immediate and long term financial needs. And to help you put together a complete financial plan for you and your entire family.
Our goal is to be your primary source of financial advice; building long term relationships as we assist you in meeting your financial goals. Continue reading “Team”