Investing with Purpose Articles for Financial Decision Making

Kyle J McCauley
Kyle J. McCauley APMA®, CRPC®

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!

Beyond Savings: Mapping Out Your Retirement Income Plan

Ensuring a comfortable and enjoyable retirement often requires careful planning and foresight. A pivotal element of...

Summary: Tax-Free Retirement: Strategies, Pitfalls, Action Plan

Embarking on a tax-free retirement journey requires understanding various financial tools and strategies. This...

Tax Free Retirement Strategy #4: Life Insurance for Tax Free Income

Introduction: Life insurance is typically seen as a tool to protect loved ones in the event of one's passing. However,...

Tax-Free Retirement Strategy #3: Tax-Deferred Annuities

Introduction: Tax-free retirement is not just about generating income; it's also about strategic placement of assets....

Tax Free Retirement Strategy #2: Tax-Efficient Income

Introduction: Many retirees have a considerable portion of their wealth tied up in non-qualified assets. Optimizing...

Tax Free Retirement Strategy #1: Roth Conversions

Introduction: Roth IRAs are a popular tool for ensuring a tax-free retirement. For individuals with traditional IRAs or...

Introduction: What is a Tax-Free Retirement?

In this 6 part series, we will discuss the idea of a "Tax-Free Retirement." We'll discuss some of the pros and cons to...

Life Insurance Trusts: A Strategy Against Estate Taxes

Life insurance has long been a cornerstone of sound financial planning, ensuring that families are protected in the...

Irrevocable Trusts: A Strategic Tool for Thoughtful Estate Planning

When considering estate planning, one goal is ensuring your beneficiaries are taken care of in the best possible...

Mastering Cash Flow in Investment Portfolios: Strategies and Insights

Investing can be likened to planting seeds today in the hope they bear fruit in the future. At the heart of this...
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