Broker Check

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.

[email protected]   |  517-331-8331