Your Resource for
Holistic Financial Planning

We can help you answer your income, investment, tax, health care and legacy planning questions by helping you build your financial plans for your future.

castle-top
 

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

4 Easy Steps

castle-1

1. Understanding Where You Are Now

2. Determining Where You Want To Go

castle-2
castle-3

3. Working Toward The Holistic Plan

4. Providing Continual Services & Support

castle-4

What's your

risk number?

25
35
45
55
65
75

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!

Castle Wealth Group and Riskalyze are not affiliated companies. Castle Wealth Group cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

Chris-Berry-COB

Tune In

“The Chris Berry Show”

Tips on ways to maximize. Strategies to help protect your retirement income. Chris Berry tells you ways to help keep your retirement assets on track.


Sundays at 1 p.m. on WAAM Talk 1600 AM

 

Listen To Past Episodes