Our Services

Wealth Management:

How you structure your wealth is a big decision. At Castaldi Financial Solutions, Inc., we partner with you and your other advisors to help you create a plan to build and preserve your wealth. In our comprehensive planning process we utilize our team of resources that includes our tax, legal and trust experts. Our process integrates your current and future considerations including your lifestyle and income requirements; tax profile, trust and estate plans; charitable inclinations and the ultimate transfer of your wealth. 

Retirement Planning:  

Planning for your retirement today is important more than ever! Living 25-30 years past retirement age is more probable today and in the future. If you are five years away from retirement you may want to allow us to evaluate  all the choices your retirement plan offers and  present you with a cost/benefit worksheet along with detailed roadmap to follow. Retirement should be as enjoyable as you expected, free from worry about having enough money to live on or being a burden to your children. It’s time for you to relax and let your money work hard for you now.

We take care of the direct 401(k), 403(b), 457 and pension rollovers to your personal IRA account. We manage these funds based on your current situation, goals and feelings. We help you plan for the distribution of your accumulated wealth during your life and at death and help you stretch those IRA assets over two generations. With our lineup of professional money managers, we can create  a portfloio that is right for you and your family.