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Years of experience have prepared us to guide you through your life transitions.

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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.

Helpful Content

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

Meet Our Managing Partner

<strong>Cale P Smith, CLU, LUTCF, CLTC<br /></strong>Managing Partner, Penn Mutual South

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.

<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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<p>4 Reasons for the Return of Market Volatility</p>

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?
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<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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