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Products, Services & Strategies

Castle Wealth Strategies can help empower you to “Live the Life You Desire” during retirement and select appropriate financial instruments to implement and complete sound Coordinated Retirement Strategies. Our advisors only recommend those products and services necessary to complete each retirement strategy.  And what’s best is that Castle Wealth Strategies is independent and is not owned or controlled by a large, impersonal financial institution.  Our consultants are here to meet with you, in person, as often as you would like. 



Implement coordinated strategies with your personal retirement goals in mind… 

  1. Permission Capital Reserve: It’s not your typical Emergency Fund.
  2. Tax Free Income: Who wouldn’t want Tax Free Income in Retirement?
  3. Guaranteed Income for Life: Contractual promises from highly rated insurance companies.
  4. Guaranteed Principle Growth: Growth your principle investment every year without exception.
  5. Third Party Asset Manager: Your capital assets managed with a purpose.
  6. Living a Long Life with Dignity: Plan for the consequences of Living a Long Life.
  7. Leaving a Legacy: Financial engineering to leverage your wealth for family and/or charity. 

Castle Wealth Strategies can also help you understand how your Coordinated Retirement Strategies may provide for your continued financial security, and can adapt to changes that may occur in your personal and financial life.



Our Independence emphasizes objectivity, and lets you select from various Financial Institutions offering different Instruments to implement your Coordinated Retirement Strategies. Our experience lets you benefit from the creative and effective placement of these products to help you “Live the Life Your Desire” in Retirement.  Here is a partial list… 

Investment ProductsInsurance Products
Mutual FundsLife Insurance
Stocks & BondsDisability Insurance
Real Estate Investment TrustsLong Term Care Insurance
Investment Advisory ProgramsHigh Cash Value Whole Life
Variable & Indexed AnnuitiesDeferred & Immediate Annuities

Castle Wealth Strategies can also help you understand how these financial instruments are orchestrated to work together, and bring your Coordinated Retirement Strategy to life.  This coordinate approach can fulfill your retirement objectives, whether your goal is income, growth or enhanced financial security.



Castle Wealth Strategies may suggest that you combine two or more Coordinated Retirement Strategies to create a holistic and more cohesive Retirement Plan. 

Additional services available to maximize your probability for success and financial security include:

 Dynamic Retirement Modeling

  1. Retirement Stress Test
  2. Preserving and Growing Wealth through Generations.
  3. Planning for a Long Life
  4. Capital Asset Coordination Analysis

Live the Life You Desire, Call Castle Wealth Strategies to Retire!