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Live life with confidence

Look forward to the future with a partner you can count on.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Meet Our Managing Partner

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Cale P Smith, CLU, LUTCF, CLTC
Managing Partner, Penn Mutual South

Following 14 proud years of service as a combat medic for the United States Army and Louisiana National Guard, Cale graduated with a Bachelor of Science from Southern University in Baton Rouge and entered the Financial Services industry in 2000.  

Cale and his wife, Katherine, have been married for 20 years and have made their home in Baton Rouge with their 4 children.  He is a respected member of the community, a long-time parishioner of Our Lady of Mercy Catholic Church and has served on the board of many local foundations and charities. Mr. and Mrs. Smith personally funded the Cale P and Katherine Smith Student Financial Management Center at Louisiana State University in their effort to encourage, educate and empower young people in the importance of financial management to alleviate stress and secure their futures.  Cale continues to give lectures several times a year to students in the business college and the professional sales institute at LSU.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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