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:
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
Mutual Funds, ETFs
529 College Savings Plans
Individual Retirement Accounts (IRAs), Roth IRAs, SEP IRAs SIMPLE Plans
Money Purchase and Profit Sharing Plans
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.
Money Market Funds
Brokerage Accounts that provide Checks
ATM access, and Bill-Pay
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.
Annuities, Life Insurance, Long-Term Care Insurance, and Disability Insurance
We are happy to work with your attorney and accountant to develop an estate plan for you.