We take complex planning strategies and make them easy to understand and simple to execute.
Our people are what make Castle so special. Watch our bio videos to see why.
If you could build the perfect life, what would it look like? We want to know what's important to you so we can map out a plan to help you achieve it.
Our mission is to impact our communities for generations to come.
You won’t hear empty promises, or recycled industry jargon. We are everyday people who care about the financial success of our community. The founders of our agency were raised in hard working blue collar households. It’s because of these upbringings that Castle Financial Partners prides itself on taking a blue-collar work ethic and attitude to a traditionally white-collar industry.
Because learning about financial topics, has never been this much fun!
Our goal is your success. Here are some helpful resources to help you #BuildYourCastle.
Benjamin Franklin once said, "Investment in knowledge pays the best interest." Here you'll find a collection of hand picked articles discussing the topics you should know.
Weighing an important decision? Use one of our calculators or give us a call.
Let's face it, videos are more interesting. We have a library with enough information to consume your Friday night.
Fan of powerpoints? This is the place for you.
The best way to stay on top of current financial topics
Dr. Martin Luther King Jr.
Let us know how we can help you succeed in your retirement