CAER Financial Group

CAER Financial Group

If you weren’t at the table tonight, would your children’s dreams still be funded?

Securing the next generation isn’t just a college savings account. It’s building a financial fortress that stands even if you aren’t there to defend it.

The urgency of the empty chair

Generational wealth doesn’t
happen by accident.

At CAER Financial Group, we often ask the most difficult question a parent or grandparent can face: if you weren’t at the dinner table tonight, would your children’s dreams still be funded?

Securing a child’s future isn’t just about a college savings account. It’s about building a Financial Fortress that stands even if you aren’t there to defend it. In the volatility of 2026, waiting “until they are older” is a luxury our children cannot afford.

“A woman’s financial plan should be a Place of Refuge, not a source of anxiety. We provide the architecture; you provide the vision. Because at CAER, we know that when a woman feels secure, the entire family thrives. — Jessica Arnwine, Wife, Mother, CEO & Managing Partner ”

— Jessica Arnwine, CEO & Managing Partner

The CAER kids stress-test

We don’t just plan your retirement.
We plan the hand-off.

We invite every parent and grandparent to put their current plan through the CAER Freedom Calculator (CFC). We simulate rising tuition costs, inflation, and estate taxes to ensure your children’s finish line is never moved.

Children’s policies

Policies built for kids

We offer several children’s policies to ensure your kids are set up for financial success from day one.

Financial literacy

Young Investors program

Our CFG Young Investors teach financial literacy to other children — peer-to-peer, in their own language.

Estate planning

Generational hand-off

We stress-test your estate plan against taxes, inflation, and tuition so your legacy lands intact — not diminished.


Leadership & Advisory Team

The people behind your plan

JA

Jessica Arnwine

CEO & Managing Partner

Jessica leads client relationships, the Women’s Wealth Initiative, and the Young Investors program. She believes a family’s financial plan should be a place of refuge, not anxiety.

TA

Thomas Arnwine

President & Licensed PPA

Thomas brings 20+ years of accounting and financial planning expertise. His role: turn raw data into mathematical certainty for every family he serves.

Schedule a generational consultation

Let’s build your family’s
financial fortress.

Answer 6 short questions and we’ll tell you exactly where your family’s legacy plan stands today.

Find My Freedom Date
CAER Financial Group
© 2026 CAER Financial Group. All rights reserved.
Licensed in the State of KY, IN, VA, WV, GA.
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Contact
Jessica@caergroup.com 502 677 0176
This page is for informational purposes only and does not constitute financial, tax, or legal advice. IULs and annuities involve risk and are not suitable for all individuals. CFG does not offer investment advisory services.
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CFG
About
Legacy
How We Help
In The News
Freedom Calculator
Young Investors
CFG
About
Legacy
How We Help
In The News
Freedom Calculator
Young Investors
About
Legacy
How We Help
In The News
Freedom Calculator
Young Investors