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

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The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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.

 

What to Look for in Personal Finance Apps

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Use this calculator to better see the potential impact of compound interest on an asset.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Keys to Investing for Retirement

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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What is your plan for health care during retirement?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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