Services
At Castle Financial Partners, we provide professional assistance in the following areas:
Individual Insurance
- Term Life
- Universal Life
- Index Universal Life
- Variable Universal Life
- Whole Life
- Long Term Disability
- Long Term Care
- Physician Disability Insurance
- Dentist Disability Insurance
Individual Investments*
- 401(k) Rollover
- IRA
- Rollover IRA
- Roth IRA
- Beneficiary IRA
- Brokerage Accounts
- Managed Accounts
- Mutual Funds
- ETFs
- Stocks
- Bonds
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Income Annuities
Employer Provided Insurance
- Group Life Insurance
- Group Disability Insurance
- Group Health Insurance
- Group Dental Insurance
- Group Vision Insurance
- Group Benefits
- Key Person Protection
- Overhead Disability
Employer Retirement Plans*
- 401(k) Plans
- Safe Harbor 401(k)
- 403(b) Plans
- 457 Plans
- SIMPLE IRA Plans
- SEP IRA Plans
- Pension Plans
- Profit-Sharing Plans
- Defined Benefit Plans
- ESOPs
- Defined Contribution Plans
- Deferred Compensation Plans
- Payroll Deducted IRA
Financial Planning*
- Retirement Planning
- Estate Planning
- Debt Repayment
- Student Loans
- College Planning
- Cash Management
- Emergency Fund
- Legacy Planning
- Family Planning
- Tax Planning
- Insurance Protection Planning
Business Planning
- Informal Business Valuation
- Buy-sell Funding
- Exiting Your Business
- Business Tax Planning
- Business Succession
- Key Employee Retention & Retirement
- Tax Planning
- Business Insurance Protection
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
contactus@castlefinancialpartners.com | 517-331-8331