Services & Products

Important Links:

Have you taken the RiskAlyze yet? Click on the link below to get started:


Brian Westbury is one of the premier economists of our era. Click on the link below to see his latest commentary:

 


Click the link below for the American Funds College Savings Calculator:


Have you checked your Credit Report lately? You can get one report a year from each of the three nationwide credit reporting companies.  Go to annualcreditreport.com   for more information.


Have you checked your Social Security Statement lately?      This used to be mailed out. It is all online now. Go to ssa.gov for more information

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, ETFs
Asset Management
Portfolio Development
Risk Management
Financial Management

College Savings

529 College Savings Plans

Retirement Planning

Individual Retirement Accounts (IRAs), Roth IRAs, SEP IRAs SIMPLE Plans
401(k) Plans
403(b) 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 Managment

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, and Disability Insurance

Estate Planning

We are happy to work with your attorney and accountant to develop an estate plan for you.