7715 Broadmoor Pines Boulevard
Sarasota, FL 34243
(941) 371-6100

Peace of Mind, Safe Money Solutions
for Retirement, Life Insurance & IRA/401k Rollovers
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Peace of Mind Financial Independence

What is true wealth? Castlebay Financial understands that true wealth means being able to share your life with the people you love, free from financial anxiety.  We help individuals and families to safely grow, preserve and protect their wealth with comprehensive financial retirement planning.

What are your priorities for retirement?

  • Maintaining or even enhancing your current quality of life? 
  • Investing conservatively with your retirement assets?
  • Providing for your future Long Term Care needs without fear of depleting your assets? 
  • Avoiding reliance upon Social Security? 
  • Creating strategies to minimize future taxes? 
  • Leaving a legacy that conveys your values & your assets?
  • Building a coordinated plan to preserve your wealth that ensures adequate levels of retirement income?

What's your plan? Financial independence doesn't just happen; a fulfilling retirement requires a plan and we can help you design it.  Often, that comprehensive plan is the missing ingredient, the factor that can make a retirement transition more orderly, and potentially make it more rewarding in years to follow.

Our reputation is built on a long track record of working with people who like to succeed.  If you want to secure your financial future, let us show you how.  That's our job and we do it well. Call us today at 941-371-6100 to set up an appointment

Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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