Castle Financial Partners

Castle Financial Partners is a financial planner in Waverly, Michigan. The firm provides individual insurance, including term, universal, indexed universal, variable universal, and whole life coverage, as well as long term disability, long term care, and disability insurance for physicians and dentists. Its investment work covers 401(k) rollovers, traditional, Roth, and beneficiary IRAs, brokerage and managed accounts, mutual funds, ETFs, stocks, bonds, and fixed, variable, indexed, and income annuities. For employers, the firm handles group life, disability, health, dental, and vision insurance, key person protection, overhead disability, and retirement plans that include 401(k), safe harbor 401(k), 403(b), 457, SIMPLE IRA, SEP IRA, pension, profit-sharing, defined benefit, ESOP, defined contribution, and deferred compensation plans. Financial planning services span retirement, estate, legacy, and family planning, debt repayment, student loans, college planning, cash management, emergency funds, tax planning, and business planning such as informal business valuation, buy-sell funding, business succession, and key employee retention.

The firm describes its approach as taking complex planning strategies and making them easy to understand and simple to execute, working through a Blueprint Process that starts by learning what matters to each client and mapping a plan to reach it. Its founders were raised in hard working blue collar households, and the firm applies that work ethic and attitude to a traditionally white-collar industry. Castle states that it treats people the way they are supposed to be treated regardless of income, assets, or revenue, and that it does not choose clients based on net worth, occupation, or revenue. Its team includes Nicholas McCleary, president and financial advisor; Jasmine Garn, financial advisor; and Catherine Dunn, executive assistant. The firm also maintains articles, calculators, videos, and presentations as client resources.

Castle Financial Partners holds a rating of 5.00 from the customers who have reviewed it.