Working with Other Professionals

Banker
 
Investment Advisor
 
Attorney
 
 
Life Insurance Agent
Casualty Insurance Agent
 
 
Accountant
 
Client
 
Real Estate Professional

You currently work with various advisors to assist you in your financial decision making. These advisors are specialists in their particular area of expertise. Without Castle Financial Advisors, you are left with the complex responsibility of tying all of your financial decisions together. This presents many problems because you may neither have the time nor the expertise in each area to evaluate the performance of your advisors. Our presence enables your advisors to better perform their services. In addition, our expertise in wealth creation, distribution and conservation strategies should improve the overall performance of your plan.

 

Insurance and Investment Programs

Castle Financial Advisors, LLC and Castle Asset Management, LLC have the financial expertise, professional service teams, insurance & investment products and services necessary to let your financial goals become a reality. 

We have built a network of professionals that helps us build and implement the necessary programs to make your financial plan a success.

Castle Financial Advisors, LLC offers the following products:

Life Insurance:

  • Term Life Insurance:    
    • Yearly renewable term
    • 5-year term
    • 10-year term
    • 15-year term
    • 20-year term
    • 25-year term
    • 30-year term
  • Permanent Life Insurance:
    • Whole life
    • Universal life
    • Variable life
  • Second to Die Life Insurance

Disability Insurance:

  • Short Term Disability
  • Long Term disability
  • Disability Buy Out
  • Business Overhead Protection

Long Term Care Insurance:

  • Traditional Plans
  • New York State Partnership Plans
  • Indemnity Plans
  • Non-Traditional Protection

Employer Sponsored Benefits:

  • Group Medical Insurance
  • Cafeteria Plans
  • Voluntary Disability Insurance Plans
  • Voluntary Life Insurance Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Executive Compensation Plans 

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