Paul A. Caylor,  CFP<sup>&reg;</sup> - Financial Advisor

Paul A. Caylor, CFP®

CDFA®, CKA®

President & Wealth Advisor

Prudent Wealth

2108 Milestone Dr., Ste# 202
Fort Collins, CO 80525
FINANCIAL ADVISOR'S WEBSITE
(970) 225-6169 CONNECT WITH Paul
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General

Paul Caylor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudent Wealth in Fort Collins, CO and the surrounding communities.

Financial Advisor Overview

I've found that many people's financial situation can literally change overnight. I can help you determine what your current financial objectives are, learn where you are now, and where you want to be, and help you get there. Some of the things we discover together are: *Understanding the feelings that impact financial decisions *Develop practical knowledge about cash flow and investing *Approach financial challenges with energy and humor *Create a life that is financially and spiritually fulfilling and free of the weight of old patterns and habits around money *Instead of just focusing on money goals, I set my sites on helping clients achieve a fuller sense of happiness, fulfillment and meaning in their lives. *After drawing out their most heartfelt dreams, we collaborate on creating a vision for the future. *Then would we develop and implement the financial plan. *I work with clients, using this process, empowering them to move powerfully ahead and live a life they truly enjoy.

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Financial Advisor Experience

I have been in the financial services field since 1991. I started in the banking field and transitioned to the Investment field. In 2004 I started my own Financial Planning business with a large fortune 500 company. After 22 years, I made the move to be an independent Wealth Advisor at Prudent Wealth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA)

Insurance Licenses

  • Life insurance: AZ,CO,MT, WY, WI
  • Health/disability insurance: AZ,CO,MT, WY, WI
  • Fixed annuities: AZ,CO,MT, WY, WI
  • Variable annuities: AZ,CO,MT, WY, WI

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Prudent Wealth is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://bit.ly/KF-Disclosures

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources