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About Us

Our Primary Purpose

Retirement should be all about living the best years of your life your way. At Castle Financial, we see a wide variety of clients who have varying goals for the next phase of life. Many wish to enjoy a true retirement, void of a dependence on work to fund their lifestyle. Others wish to merely work in the things that are most important to them, whether it be traditional full-time work, part-time work or charitable initiatives.

Our Primary Purpose

Regardless of your own retirement goals, true financial independence is at the centerpiece of a successful life plan. There are many components to a comprehensive financial plan. Many people focus on providing a secure, increasing income. Others focus on the legacy they wish to leave behind for their loved ones.

At Castle Financial, we believe a comprehensive financial and retirement plan should address the following key areas:

  • The need for dependable, increasing income for life
  • Investment management that focuses on achieving your life goals
  • Tax reduction
  • Healthcare catastrophe, the blind spot of retirement planning
  • Creating a legacy of your life

Knowledge is power.

At Castle Financial, we’re committed to helping you prepare for the future. With a well-developed financial plan that focuses on your life goals, the only surprises should be good ones – grandchildren, weekend getaways, the perfect keepsake souvenir from the trip of a lifetime. Let’s plan now for your retirement needs so you can live your best retirement.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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