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!

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In 2015, the U.S. government made several significant changes to Social Security rules, affecting millions of...

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The realm of estate planning is intricate, with many nuances to consider, and central to this is the topic of the...

Part 6: Annuities Decoded: A Comprehensive Recap of Our Series

Introduction The world of annuities is diverse, with each type catering to different financial objectives and risk...

Part 5: Fixed Indexed Annuities: Bridging Stability and Potential

Introduction Navigating the realm of retirement planning often involves seeking a harmony between the security of fixed...

Part 4: Fixed Annuities: Anchoring Your Retirement with Stability

Introduction In the vast ocean of retirement planning tools, fixed annuities stand out as a beacon of stability. Amidst...

Part 3: Variable Annuities: A Dance with Market Dynamics

Introduction In the grand ballet of financial planning, variable annuities stand out as one of the more intricate...

Part 2: Sailing Towards Retirement: A Deep Dive into Income Annuities

Introduction: Navigating the Waters of Income Annuities In the vast ocean of retirement planning, annuities emerge as a...

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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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