CASTLE FINANCIAL PLANNERS

Most financial advisory firms are fee-based (as opposed to Fee-Only), which means they earn both fees and commissions. Other firms are commission-based, which makes the firm more of a sales organization than a true consulting organization. Because Castle Financial Planners is Fee-Only, we receive no third-party commissions or revenue of any sort from our recommendations. This means there are no conflicts of interest to taint our recommendations. We work solely for our clients, empowering them to make the best financial decisions possible... Castle Financial Planners is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting up a program to help the client meet those goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning. Financial planners working off commission generally earn money as payments from companies..