At Castle Financial, we provide professional assistance in the following areas
Financial Planning Specialties
Financial Analysis
- Cash Reserve Strategies
- Debt Management
- Cash Flow Management
- Net Worth
Protection Planning
- Life Insurance Planning
- Disability Options
- Long Term Care Insurance
- Business Succession Planning
- Group Insurance Planning
Investment Planning
- Asset Allocation Modeling
- Risk Tolerance
- Education Planning
- Diversification Strategies
Tax Planning
- Business Ownership
- Non-Qualified Investment Planning
- Tax Reduction Strategies
- Tax Deferral Methods
Retirement Planning
- Pension Planning
- 401(k)'s, SEP & Simple IRA's
- Pre-59½ Strategies
- Social Security Planning
- Risk Tolerance Transitions
- Rollovers
Estate Planning
- Asset Ownership
- Trust Planning
- Trust Funding
- Charitable Giving Strategies
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