How does the advisor help clients – Key Takeaways:
Castle Financial & Retirement Planning Associates Inc. offers a variety of financial services to help clients reach their financial goals. With their expert knowledge and experience, they provide guidance and personalized strategies to help clients plan for their retirement and achieve financial security.
Facts and Insights
Castle Financial & Retirement Planning Associates Inc. has been in business since 2005 and has over 100 advisors across the country. They have managed billions of dollars in assets and have a proven track record of success in helping clients achieve their financial goals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | Since 2005 |
Financial Services Offered
Castle Financial & Retirement Planning Associates Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include retirement planning, investment management, estate planning, tax planning, and insurance planning.
Client Types
Castle Financial & Retirement Planning Associates Inc. caters to a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and they strive to provide personalized solutions that meet their specific needs and circumstances.
Fees & Compensation
The fees and compensation structure at Castle Financial & Retirement Planning Associates Inc. are transparent and based on the services provided. They offer fee-based planning where clients pay a percentage of their assets under management. This ensures that the advisors’ interests are aligned with the clients’ interests, as the advisors’ compensation is tied to the success of their clients’ investments.
Background
The team at Castle Financial & Retirement Planning Associates Inc. is made up of highly qualified and experienced financial advisors. They are dedicated to providing exceptional service to their clients and have a strong commitment to ongoing education and professional development.
Financial Advisor Disclosures to Know
As a registered investment advisor, Castle Financial & Retirement Planning Associates Inc. is required to disclose any potential conflicts of interest and disciplinary actions taken against their advisors. This information can be found in their Form ADV, which is available upon request.