greetings from 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
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.
schedule a free consultation
FINANCIAL STRATEGIES
- Social Security Optimization
- Investment Strategies
- Tax Minimization Strategies