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:
- 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