Castle Financial Solutions Group

Company:	Castle Financial Solutions Group
Contact:	Greg Castle
Address:	1406 Parilla Circle
City:	Trinity
State:	FL
Zip:	34655
Phone:	813-430-7100
Fax:	--
Email:	greg@castlefsg.com
Website:	https://www.CastleFSG.com

About My Practice

We help our clients grow and protect wealth and retirement income.

We specialize in working with federal employees and their families.

Through his own experience working in the Federal Government and his extensive training, Greg is uniquely familiar with the various federal benefit programs and is able to help federal employees make the most of those benefits—both while working...and in retirement.

Greg and his team take great pride in working with federal employees and helping them determine if they are financially prepared for retirement, and if not, helping them develop a plan that will provide clear action on what must be done to retire securely. If not careful, mistakes could be made that could costs them tens of thousands of dollars in retirement.

Things we help our clients do:
• Maximize Social Security
• Protect Retirement Savings from market downturns
• Convert your IRA/401k/TSP etc. to tax-free income
• Determine how recent legislation might affect your retirement
• Avoid retirement disaster due to catastrophic illness or long-term-care

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: https://fedimpact.com/CFSG/

Offering Advice Since

1986

Areas of Specialty

Comprehensive financial planning
Retirement planning
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Federal benefit analysis and options

Licenses, Certifications, Education, and Affiliations

Designations: Ph.D.
Insurance Licenses: Florida, Tennessee, Alabama, West Virginia
Other Licenses, Certifications, Designations: Investment Advisor Registration
Education: Doctorate: Organizational Psychology with a minor in Finance

Charges to Clients for Services

Commissions on insurance products purchased
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

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