Income For Life & Safe Wealth Planning ( A Division of Castillo Financial Group (CFG) ) is an Independent Financial Firm composed of highly trained, experienced and licensed Financial Services Professionals. And because we are completely independent, our loyalty belongs to our clients - not to a parent company. We offer courteous service to the Individual and Business Owners alike in need of high quality Insurance and Financial products.
Every person and situation is unique, and requires solutions that are customized and highly personal. My job as a Financial Services Professional means helping my clients take the mystery out of complex financial issues and help them understand the various alternatives they may have to meet their needs and achieve their respective financial goals.
I take that mission very seriously. But most importantly, I always build a client-consultant relationship based on utmost trust and highest integrity. We have been working with individuals and businesses in the New Jersey - New York area for years.
Every person and situation is unique, and requires solutions that are customized and highly personal. My job as a Financial Services Professional means helping my clients take the mystery out of complex financial issues and help them understand the various alternatives they may have to meet their needs and achieve their respective financial goals.
I take that mission very seriously. But most importantly, I always build a client-consultant relationship based on utmost trust and highest integrity. We have been working with individuals and businesses in the New Jersey - New York area for years.
Services
Retirement Strategies - Tax-Efficient Income For Life Retirement Strategies (Never run out of money in your Retirement Years!) Making the most of your employer-sponsored retirement plans and IRAs.
Determining how much you need to retire comfortably.
Managing assets before and during retirement.
Estate Preservation / Leaving a Legacy of Love - Tax-Efficient Transfer of Assets to Love One's.
Reviewing your wills and trusts.
Helping preserve your estate for your intended heirs.
Helping with beneficiary designations.
Determining how much you need to retire comfortably.
Managing assets before and during retirement.
Estate Preservation / Leaving a Legacy of Love - Tax-Efficient Transfer of Assets to Love One's.
Reviewing your wills and trusts.
Helping preserve your estate for your intended heirs.
Helping with beneficiary designations.
Many people believe that their financial well-being is linked solely to their ability to earn a high income.
True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.
CASTILLO FINANCIAL GROUP (CFG) is committed to helping you pursue your long-term financial goals.
Our goal as a Financial Services Professional is to help you plan for financial security.
Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.
CASTILLO FINANCIAL GROUP (CFG) is committed to helping you pursue your long-term financial goals.
Our goal as a Financial Services Professional is to help you plan for financial security.
Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
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