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Wealth Management you can understand and that understands you. Wealth Management you can understand and that understands you. Wealth Management you can understand and that understands you.


Providing the Financial Knowledge and Advice to Help You Navigate the Road to Retirement

At Castle Financial, putting your interests first is the foundation of everything we do. Our goal is to get to know you and your goals, so we can help you make the best decisions about your financial future.

We are an independent “fee-only” SEC Registered Investment Advisory Firm who takes our "fiduciary" duty to the clients we serve very seriously. We are passionate about helping our valued clients achieve their aspirations and financial goals, which is why we take a risk-averse approach to Wealth Management by employing a "tactical" investment strategy to potentially make money in both up and down markets.

The team at Castle Financial views financial planning as more than simply planning for retirement. It’s about working to achieve short and long-term goals and helping protect the most important things in your life. As a leading Financial Advisory Company, we create plans to help clients:

  1. Prepare for a secure, comfortable retirement while minimizing taxes.
  2. Proactively manage and control debt, from major purchases to preparing for a child’s post-secondary education.
  3. Provide for loved ones or heirs in the event of death, disability or critical illness.
  4. Protect and increase wealth.

Here’s how Castle Financial can help you with your financial planning needs:

INVESTMENT MANAGEMENT

We’ll help you develop a sound investment strategy based on who you are and where you are headed. A full spectrum of investment choices are available including, but not limited to:

  • no-load mutual funds
  • equities
  • bonds
  • FDIC insured bank CD's
  • exchange-traded funds (ETFs)
  • Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing in companies that care about people and our planet

Because we are an independent, “fee-only” advisory firm, we have no commitment or obligation to any particular money management company. Investments are liquid and selected based solely on how they fit your needs and long-term objectives.

When it comes to investment management, our goal is to preserve and grow your assets despite the market ups and downs by designing portfolios with a sophisticated mix of investments diversified both across and within asset classes. We couple this with a tactical investment approach to preserving assets during periods of market stress. This gives us a higher potential to make money in both up and down markets, which insulates you against short-term swings in any one type of investment sector and helps grow your wealth over the long-term.

RETIREMENT PLANNING

The road to retirement can be tricky to navigate financially. We work closely with you to develop a personalized plan utilizing various investments and investment strategies to coordinate with employer-sponsored plans and Social Security to provide retirement income that will last your lifetime. We help our clients understand the difference between investing for retirement versus investing in retirement.

RISK MANAGEMENT

No investment comes without risk. At Castle Financial we work with you to manage your risk exposure. We do this through conducting a thorough review of your insurances and develop a plan to effectively protect you and your family. Included in our risk management evaluation is the development of strategies for asset protection from the costs of long-term care.

FAMILY WEALTH PRESERVATION

To help ensure you preserve your estate and family wealth for intended heirs, we will work closely with your other advisors or estate planning and trust specialists in our network of professionals that we’ve built over the last 36 years. We’ll help to review wills and trusts, assure beneficiary designations are structured properly and that your exposure to estate taxes and probate costs are as minimal as possible.

Want to learn more about how we can help you secure a brighter financial future? Schedule a no-obligation complimentary consultation call with one of our certified financial planners today. We enjoy serving our valued clients throughout the USA since 1992. Email or call us today at (732) 888-4994.