welcome to castle west financial
federal employee benefit & retirement consultants
At Castle West Financial, we have built our business on the foundation of crafting individualized retirement plans for federal employees, carving a pathway towards a secure future. We prioritize the time spent getting to know you- your needs, wants, and goals. And it isn’t until those elements are established that we jump into molding a plan built around a successful retirement life.
benefit analysis
Pension Calculation
FEGLI
Sick/Annual Leave
Health Plan
FERS Supplement
optimize finances
Income Gap Analysis
TSP
Distribution Strategy
Tax
Legacy
paperwork assistance
Retirement Paperwork
Military Buy-Back
TSP Transfers/Distributions
Reimbursements
let's meet our founder
Joseph Polakovic
Owner and CEO of Castle West Financial, Joseph Polakovic, built his life and career upon his desire to help others protect their dreams and futures.