Castaldi Financial Solutions advisors specialize in Retirement Income Planning; integrating Social Security, pensions and personal retirement savings for tax efficient retirement income. Our customized programs are designed to provide a tax efficient stream of income during your retirement years and help you meet your monthly expenses!
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Castaldi Financial Solutions, Inc. is a member of the Greater Westerly-Pawcatuck Chamber of Commerce, the Eastern CT Estate & Tax Planning Council (ETPCEC), the RI Chapter of The Financial Planning Assoc. (FPARI), and the Hartford Chapter of Financial Services Professionals (SFSP).
Wealth management is a lot more than just managing money! It is all about managing a lifestyle that you enjoy! Our process is not complicated or full of jargon you don't understand. It i s all about you! See what we offer.
401(k) Rollovers: Benefits of transitioning to your own personal IRA.
Retirement Income Planning: Ensuring predictable and sustainable income during retirement.
Personal Financial Coaching: Helping you wade through the quagmire of making financial decisions and freeing up your time.