PERSONAL

Kiara Caudill

Founder & CEO at My Annuity Store, Inc.

myannuitystore

Business Finance Retirement Investing

Where to find me

Want your own profile like this?

Claim your own profile and join 200K influencers,
creators, businesses and experts on influence.co.

Join Now!

Bio

I spent the first 10 years of my career practicing as a licensed mental health therapist providing group and individual therapy. During that time it became crystal clear to me that a person's financial health has a huge impact on their mental health.

I help retirees and soon-to-be retirees make the transition from accumulation to distribution in retirement. I specialize in retirement income planning, tax-efficient distribution strategies, legacy planning, and social security optimization.

I approach financial planning from a behavioral perspective to create financial plans that increase confidence and reduces stress and anxiety in retirement.

Demographics
Female

Location
Fishers, Indiana

Website
https://myannuitystore.com