Roger Caldwell may have the greatest job in the world — helping people prepare for the future. Being able to do so provides a level of personal satisfaction unmatched by any other endeavor, and gives his clients a sense of well-being knowing that their personal estates are protected. As president of Caldwell, Inc., Roger M. Caldwell has been helping folks plan for tomorrow for 25 years. His wife, Marilyn, and two of his four sons also work in the family-owned business.

Roger started his financial planning business in 1994 after more than 10 years as an agent for New York Life Insurance Company. Today he specializes in investments and estate planning for seniors and retirees, but has also helped hundreds of families and individuals in estate preservation, retirement planning and untimely death settlements.

Today, Roger specializes in investments and estate planning for seniors and retirees but has also helped hundreds of families and individuals in estate preservation, retirement planning and untimely death settlements.



Roger holds two designations: Certified Senior Advisor (CSA) and Certified Estate Planning Professional (CEPP). Both of these were earned after successful completion of educational requirements and exams. Roger also offers The Living Trust (applicable in all 50 states), which incorporates over 36 years of estate preservation experience and serves more than 70,000 clients nationwide. As a certified advisor, Roger also provides timely information about topics that have a direct impact on your quality of life.




Roger & Marilyn Caldwell
Longtime residents of Lexington County, South Carolina, Roger and Marilyn have five grown children — a daughter and four sons. They are are proud grandparents to four grandchildren. Before entering the insurance and investment business in 1983, Roger spent 13 years as a licensed master electrician. He served in the U.S. Navy Seabees and is a veteran of the Vietnam War. Marilyn is originally from Cedartown, Georgia and was a Certified Nursing Assistant before spending 15 years as a full-time mom and then more than 20 years as an office and benefits manager for local chiropractic offices. At Caldwell, Inc., she assists with administrative duties and assists clients with their estate planning needs. In their spare time, Roger and Marilyn enjoy traveling, gardening, playing with the grandkids and annual family vacations to the beaches of Hilton Head, SC and Oak Island, NC.



Brandon Caldwell
Brandon assists clients with estate planning decisions and investments. He and his wife Magell live in Lexington and have three children — Taylor, Kenzie and Wyatt. When he has the time, Brandon is an avid outdoorsman and singer/songwriter.
 



Craig Caldwell
Craig assists clients with estate planning decisions and investments. He and his wife Catherine live in Lexington and are proud parents of Zach and Owen. Craig enjoys cheering on the Gamecocks, golf and spending time with the family.