Products & Services

Caudle Financial Group, offers the following financial services:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA
  • 529 College Savings Plan
  • Fixed Annuities
  • Variable Annuities

Life Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Financial Planning and Services

  • Corporate/ Private Money Management
  • Retirement Plans
  • 401(k) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Estate Planning
  • Real Estate Investment Trusts
  • 1031 Exchanges
  • Financial Planning
  • Tax Planning
  • Custodial Accounts
  • College Planning
  • 403(b) Planning
  • Tax Reinvestments

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.