Alan T. Caldwell,  CFP<sup>&reg;</sup> - Financial Advisor

Alan T. Caldwell, CFP®

Financial Planner

18430 Westbrook Dr
Livonia, MI 48152
(734) 437-4901


Alan Caldwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Livonia, MI and the surrounding communities.

Financial Advisor Overview

Alan Caldwell is a financial advisor, based in Chicago, providing financial services to clients across the country. Alan’s firm, On Track to Retire LLC, has no minimum asset or income levels, and is a fee-only fiduciary with very low rates. Our focus is not wealth management, we focus on building wealth. Services are tailored to individual client needs, from simple investment advice to full comprehensive financial planning.


Financial Advisor Experience

Credentials/Education: Certified Financial Planner, CFP®. Registered Investment Advisor. Accredited Financial Counselor, AFC®. MBA, Finance, University of Michigan. Professional Studies, CFP® Program, Northwestern University. Member NAPFA, FPA, and AFCPE. Experience: Financial planning/coaching practice since 2017. Worked as a financial coach for non-profit organizations in Chicago and Detroit. Worked with over 100 clients. 24 years at Ford Motor Company, in financial related management positions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Broker-Dealer Disclaimer

No sales of any products, no commissions.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources