301 Main Street
Look forward to the future with a partner you can count on.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Discover an array of services for all your financial needs.
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.
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.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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.
Curated articles, videos, and more for a more financially savvy you.
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.
When Special Care Is Needed: The Special Needs Trust
Test Your Estate Strategy Knowledge