Broker Check

Services

At Castle Financial Partners, we provide professional assistance in the following areas:

Insurance

Insurance can be the foundation of a sound financial plan. There are certain risks in life that we can’t predict. Some of these risks pose a great threat to your financial wellbeing. At CFP, we want our clients to have suitable types and amounts without over paying for something they don’t need. A sound risk management plan will help protect your assets & ensure that all your wants and wishes can still come true regardless of what life throws your way.

  • Protect your income in the event you can’t work, so you can still live life and save for retirement
  • Make sure your spouse and children are taken care of in the event you die by paying off debt and replacing income
  • Protect your estate so that your hard-earned money goes to your family
  • Money for nursing home costs so you don’t burden your family or empty your retirement nest egg

Investments

We’ve found that saving and investing blindly sometimes leads to uncertainty. We work with our clients to tie investments with specific goals to make the process feel more tangible and exciting. We focus on educating clients throughout the process to better understand the intricacies of their portfolio and how it correlates with long term goals.

Let’s face it, investments can be confusing. Our philosophy is simple: don’t put all your eggs in one basket, be mindful of fees, avoid emotional decisions in down markets, and don’t take on more risk than needed.

  • Allocation and performance review
  • Tax impact on growth
  • Income strategies in retirement
  • Income tax considerations for today and beyond
  • Education savings (529 plans)
  • Contribution efficiency

Financial Planning

At Castle Financial Partners we believe that everything from your investments, emergency reserves, debt, to insurances should work together in harmony to achieve financial success. We realize that money is a tool, but everyone has a different use for it. No two clients have the same financial situation and goals.

Our Castle Blueprint process allows us to learn what’s important to you about money and the major goals you are shooting for in life. From there, we design and implement a custom plan to help you achieve the financial freedom you desire. Ongoing we continue to monitor and adjust as life changes.

  • Cash flow management
  • Income and Life protection
  • Debt management
  • Retirement solutions
  • Tax planning
  • Legacy planning
  • College/ Higher education for your children
  • Protection and Transition of assets to your heirs

Business Planning

What’s important to you and your business? Whether it’s growth, protection, or transition of the business, we can support you through every phase. We believe it’s important to plan for the future, but also discuss risks that can stop progress along the way. We provide ideas and solutions to aid in the success of your company and give you peace of mind. We’ll help answer the following questions:

  • What’s my business worth?
  • What would happen if an owner, or key person was unable to work?
  • What would happen to the organization if an owner or key person dies?
  • How do I incentivize crucial employees to stay?
  • How do I transition my business to a new buyer, or family member?
  • How do I turn my business into retirement income?