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®
- August 15, 2023
Introduction In the world of finance, understanding risk is crucial. While there are many metrics and indicators that...
Non-Qualified Accounts,
Retirement Planning,
Tax Planning,
Bonds,
Fixed Income,
Options,
Stocks,
IRA,
401k,
Dividends,
Portfolio Construction
- Kyle J. McCauley APMA®, CRPC®
- August 15, 2023
Constructing a portfolio is much like tailoring a suit. Just as measurements, fabric choice, and occasion matter for a...
- Kyle J. McCauley APMA®, CRPC®
- August 11, 2023
In 2015, the U.S. government made several significant changes to Social Security rules, affecting millions of...
- Kyle J. McCauley APMA®, CRPC®
- August 10, 2023
The realm of estate planning is intricate, with many nuances to consider, and central to this is the topic of the...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Introduction The world of annuities is diverse, with each type catering to different financial objectives and risk...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Introduction Navigating the realm of retirement planning often involves seeking a harmony between the security of fixed...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Introduction In the vast ocean of retirement planning tools, fixed annuities stand out as a beacon of stability. Amidst...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Introduction In the grand ballet of financial planning, variable annuities stand out as one of the more intricate...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Introduction: Navigating the Waters of Income Annuities In the vast ocean of retirement planning, annuities emerge as a...
- Kyle J. McCauley APMA®, CRPC®
- August 8, 2023
Author's Note This 6 Part Series on the topic of Annuities. Annuities can be a wonderful tool when used optimally...
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