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
Advanced Planning,
Non-Qualified Accounts,
Retirement Planning,
Income Planning,
Tax Planning,
Social Security Planning
- Kyle J. McCauley APMA®, CRPC®
- July 24, 2023
Taxation can be a complex field, especially when you consider the implications of the tax code on different types of...
- Kyle J. McCauley APMA®, CRPC®
- July 17, 2023
Roth conversions present an essential, yet often overlooked, strategy for prudent financial planning. This process...
- Kyle J. McCauley APMA®, CRPC®
- July 17, 2023
Introduction A Required Minimum Distribution (RMD) is a term many Americans become familiar with as they approach...
- Kyle J. McCauley APMA®, CRPC®
- July 14, 2023
In the dynamic arena of equity investments, various strategies can augment portfolio yield. One such strategy favored...
- Kyle J. McCauley APMA®, CRPC®
- July 12, 2023
Investors are always on the lookout for the most efficient and safe methods to diversify their portfolios. Among the...
- Kyle J. McCauley APMA®, CRPC®
- July 12, 2023
Introduction:
- Kyle J. McCauley APMA®, CRPC®
- July 12, 2023
Introduction:
- Kyle J. McCauley APMA®, CRPC®
- July 12, 2023
Stepping into the retirement phase of life is an exhilarating transition. It's the time when you reap the benefits of...
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