I help clients build an investment strategy based on their own individual goals, including retirement planning, investment management, asset protection, and income distribution.

Who We Serve

Our Solutions

Your financial needs differ from everyone else’s financial needs, so why would you choose a one size fits most financial strategy. I work with clients to customize a solution that best suits their needs. Those solutions include how to help accumulate, protect, and distribute their wealth. Everyone’s investment needs, risk tolerances, and any other personal situations or goals in life are always taken into consideration when building our strategy.

When we are developing your customized solution for retirement planning and/or investment services, the investment tools utilized to help achieve client goals range from mutual funds, low cost ETF’s, individual stocks and fixed income vehicles, as well as various types of annuities.

Transparency with your advisor is key. No matter what solution you choose, you know exactly what the costs are associated with your account.

Chase Caudill

It can be difficult for clients to tell you what they really want from a financial stand point.   I believe my strength as a financial professional is the ability to solve financial problems for people by listening to their situation and putting myself in their shoes to empathize with them to create the solution that best fits their needs.

I have been in the financial industry since 2009.  I currently hold my series 7 and 66 licenses, and have been a Certified Financial Planner™ since 2013.  During college, I studied corporate Finance and Economics at Georgetown College, in Kentucky where I received my undergrad degree. I then followed that up with a Master’s in Business Administration a few years later.

I truly enjoy helping people better manage their finances, whether its basic budgeting, or complex tax issues.  As a financial planner, I try not to make myself exclusive because I feel like if people are searching for financial help, someone needs to be there to help them.  I have tried to build my practice around those needs, whether it’s a young couple starting out, a small business owner trying to grow their business, or a retiree needing to prepare for post-career income.

Aside from being a financial professional, I try to spend as much time with my family making fun memories.  My hobbies include regularly exercising, healthy cooking, fishing, and doing whatever my two daughters are into at the time.

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