Investing with Purpose Articles for Financial Decision Making
Kyle J McCauley
Kyle J. McCauley APMA®, CRPC®
Kyle is one of the Directors of Entrust Investment Services, Inc. Kyle has a fiery passion towards the financial services industry which shows up in the demands he makes on the time effort and energy being implemented on an individual investors’ behalf. Kyle first worked in the financial services industry as far back as 2006, although his focus was working with younger people at that time. In 2014, Kyle shifted his career focus to the needs of retirees and retirement planning where he helped to build a popular Retirement Planning Firm to more than $100 Million in assets. In 2022, Kyle made the transition to Entrust Investment Services, Inc. The goal was to broaden the availability of his Investment Strategies by making them available to other Investment Advisors.
Kyle holds a B.A. from Harding University, is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning. Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®) and is also a series 66 licensed Investment Advisor Representative with Entrust Investment Services.
Kyle has a strong commitment to family, both immediate and extended. Kyle and his wife Pamela were married in 2008 and have three daughters and a son. Together, they're actively involved in their church, and they have a hobby farm where they farm sheep, chickens, fruit trees, and have a very large garden!
Recent Articles
- Kyle J. McCauley APMA®, CRPC®
- February 7, 2024
Discover three essential tax saving tips for individuals filing for Social Security benefits. Learn how to maximize...
- Kyle J. McCauley APMA®, CRPC®
- January 9, 2024
Discover how Social Security widow benefits work and who is eligible to receive them.
- Kyle J. McCauley APMA®, CRPC®
- January 6, 2024
Introduction Deciding when to file for Social Security benefits is a critical financial decision that significantly...
- Kyle J. McCauley APMA®, CRPC®
- October 5, 2023
In the quest for balanced financial growth, Fixed Indexed Annuities (FIAs) have emerged as a sought-after tool. Their...
- Kyle J. McCauley APMA®, CRPC®
- October 5, 2023
Introduction Inflation, the stealthy eroder of purchasing power, is a concern for every investor. While traditionally...
- Kyle J. McCauley APMA®, CRPC®
- October 5, 2023
Roth IRA conversions can be an appealing way to shift retirement savings from a traditional IRA into a Roth IRA, which...
- Kyle J. McCauley APMA®, CRPC®
- September 28, 2023
Introduction: When investing, risk is synonymous with uncertainty. When building a portfolio, adding risk introduces...
- Kyle J. McCauley APMA®, CRPC®
- September 5, 2023
Annuities are financial products designed to offer a steady stream of income, usually for retirees. While they can be a...
- Kyle J. McCauley APMA®, CRPC®
- August 31, 2023
Introduction If you're nearing retirement or simply in search of a more conservative investment strategy, building a...
- Kyle J. McCauley APMA®, CRPC®
- August 29, 2023
Introduction Retirement marks a significant life transition, one that promises the freedom to explore, relax, and enjoy...
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