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Castle Financial provides comprehensive financial solutions to help you achieve your financial goals. We specialize in the following categories:

Financial & Retirement Planning

  • Financial Planning
  • Retirement Planning
  • College Expense Planning
  • Income Tax Planning

Investment Management

  • Portfolio Evaluation, Design, and Management
  • Review to Potentially Increase Rates of Return on Your Money and Investments
  • Stock Option Analysis
  • 401K, Profit Sharing and Pension IRA Rollovers

Family Wealth Preservation

  • Estate Planning
  • Family Elder Law Planning
  • Wealth Risk Exposure Review / Asset Protection
  • Charitable Gift Planning
  • Comprehensive Family Legacy Planning
  • Multi-Generational Wealth Transfer Counseling

Risk Management

  • Comprehensive Insurance Review
  • Pension Plan Design and Management
  • Business Continuity Planning
  • Business Succession Planning
Client Centered

At Castle Financial, we believe in developing customized solutions that cater to your unique financial needs. Our team of experts is committed to helping you achieve financial success while providing excellent service and support along the way. Contact us today to learn more about how we can assist you in achieving your financial goals.

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