Start planning with your goals - not your money
Caleb Posey
Financial Advisor|B.S., MAcc
Financial Advisor | Ex-Pro Ultimate Frisbee Player | Troy University Alumnus | Analytical planner for STEM Professionals, Pre-Retirees, & Retirees
WHY
I like to think that my story helps shed light on why I do what I do.
Growing up I had a relatively stable childhood, not because we were wealthy or had an extravagant lifestyle because frankly, to my brother and I, that was a pipe dream. The reason my life was stable was because my mom was the most hardworking, dedicated, loving, passionate, and caring person - she taught me everything that was most important in life. Almost nothing about finance, but nearly everything about people and how to treat them. Because of that, my main goal in life is to help and assist others using my servant's heart. The business I'm in requires courage, passion, and most importantly grit. Without my mom instilling her values into me, I wouldn't be where I am today.
My 'WHY' is to build a better world helping anyone and everyone, who has a need, an open mind, and a big heart, achieve their dreams.
My Promises
I'm committed to acting as your financial GPS. Starting with the coordinates of where you are today, I'll help you map out the destinations you want to make it to and the goals you want to achieve, and work with you to lead you there every step of the way. I have 4 promises to my clients:
1. Complete Transparency
2. I'll educate you to enable you to make informed decisions
3. Clear and Consistent Communication
4. The willingness to tell you not only what you want to hear, but what you need to hear
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
1Voice
The 1Voice Foundation offers 25 programs for pediatric cancer families in Tampa Bay. We fund and operate the only private pediatric cancer research lab in Tampa Bay, under the direction of Cameron Tebbi, M.D., who is developing the vaccine for leukemia. We are the VOICE for west central Florida pediatric cancer families on Capitol Hill where we testify annually before Congress and the Senate during Childhood Cancer Action Days on the Hill. We have partnered with the Hillsborough County Schools to launch the initiative to open the 1Voice Academy, the first school in the United States for children with cancer. There is never a cost or fee for any of our programs and services.
Expertise in the Most Important Areas.
Financial Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Business Employee & Executive Benefits Planning
Retirement Planning & Income Strategies
Disability Planning
Life Insurance Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
