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Our Company

Our Goal

Caudle Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aspire to provide a high level of personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and with the goal to help you achieve financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working toward making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (913) 367-2700.

Why Invest?

At Caudle Financial Group, we are dedicated to helping you prepare for the road ahead. Life is full of ups and downs. Whether you are planning for retirement, saving for college, or facing any number of other important life events, we have the tools you need to help secure a financially rewarding future.

Retirement

Caudle Financial can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.

Our financial advisors have years of experience with retirement planning. This, combined with a strongly personal approach, can help you and your advisor create an individualized plan designed to work toward your goals.

Saving for College:

The prospect of paying for college may seem intimidating, but with proper planning, it doesn't have to be. Start with us to learn about different savings approaches, tactics for increasing your savings, and options beyond savings to help pay for college when the time comes.

Please visit Our Services page for a complete list of investing opportunities. If you would like to schedule an appointment with one of our advisors, send us an email or give us a call at (913) 367-2700.

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

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