About Us |
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Charles Watt | Financial Advisor
Charlie Watt, Founder of Castlebay Financial, is a Financial Advisor who focuses on helping people and families navigate the financial road to retirement and the financial challenges that exist during retirement. His long career includes extensive experience in Financial Planning.
For over two decades he has helped people understand their investment options and how money really works. At heart he is an educator with a zeal to do right by his clients and to ensure their financial peace-of-mind. His clients include teachers, nurses and physicians, farmers, business professionals, and government employees, to name a few. Not one of his clients has lost money in a market downturn and he intends to keep it that way. Charlie has shown them how to avoid making mistakes with their money from which they cannot recover and how to have an income stream for life when they retire. With individuals retiring earlier and living longer, he eliminates income as an area of concern. And, for some it’s tax-free income as well as long-term-care insurance. He travels throughout the country meeting with individuals and large groups to present and discuss his safe money planning strategies. Many of his new clients have heard him host his SW FL radio shows including Retire Like A Pro. He grew up in Ohio and attended the Northfield Mount Hermon School in MA and Brown University in RI, graduating with a BA degree in English. After college, he taught English, coached, and mentored young men at a boys’ preparatory school in MD. Subsequently he worked in senior sales and financial roles for IBM and 2 major US banks before establishing his own consulting practice in Boston. In 2004 he relocated to Florida. Charlie’s passions include his 2 children, 5 grandchildren, golf and writing. He is actively involved with his church and community and volunteers and supports multiple local charities. A NY publishing house has requested the rights to publish his first book. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
7715 Broadmoor Pines Blvd Sarasota, FL 34243 |
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EMAIL
charles@charleswatt.com |
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CALL US
(941) 371-6100 |
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