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WELCOME TO CASTALDI FINANCIAL SOLUTIONS

We provide our clients with:
  • Retirement Income Planning:The integration of Social Security, pension, and personal retirement savings to create a sustainable income stream in retirement.
  • Customized Portfolios:Portfolios designed to provide both growth and tax-efficiency for the funds used in your retirement years.
  • Small Business Retirement Plans:With our help, you can offer your employees a 401(k), SIMPLE IRA, 403(b), or a SEP IRA to help fund their retirement.
  • Depth of Experience:With over 40 years in the industry, Ray has the experience to provide you with dependable and clear guidance and education.

Ready for the next step? Call us today for a free consultation.

Let's Get Started

"Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones."

- Benjamin Franklin

Client Education

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

We have the resources to help you plan for that big day. With our guidance, you can retire with more confidence and less anxiety.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved one or your business from the financial consequences of unexpected events.

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Investing

Investing

Let’s create an investment strategy designed to pursue your goals, time horizon, and risk tolerance.

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Budgeting

Budgeting

We can help you create a plan to pay off debt, fund college for your children, and save for both your long- and short-term goals.

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Estate Planning

Estate Planning

Did you know that there are fifteen documents needed to ensure your estate transfers to your intended beneficiaries with ease? We will make sure not one of them is missed.

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Long Term Care

Long Term Care

Everyone has a plan, by design or default, for care in your later years. Let’s make sure yours is as cost-efficient and effective as possible.

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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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