Financial Planning

Castlebar’s mission is to provide our clients the best opportunity at financial success which will allow them to pursue and achieve their life long goals.

Castlebar provides individuals and families with a level of financial expertise and service that makes us a valued and trusted partner.

The personal financial planning process is very specific. Castlebar offers a comprehensive evaluation of your current financial health to create a complete financial plan using current known variables; income, debt, current investment and saving plans. Once these variables and other goals are identified we will put together a plan. Castlebar understands the complexity of planning that is why our personal financial plans are based on your needs, wants and wishes. 

A financial plan is thoughtfully created and executed when these pieces are involved:

  • Conversation
  • Investment Policy
  • Build Portfolio
  • Monitor, Manage & Report
  • Annual Review

Castlebar is here to assist with one or all of the personal financial planning areas below:

  • Retirement Planning
  • Social Security Planning
  • Education Funding
  • 401(k) Review
  • Estate Planning & Charitable Giving
  • Independent Review of Insurance Coverage
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