Kastler Financial Planning

Fiduciary Financial Planning

Fiduciary Financial Planning

Plan - Invest - Retire

(888) 566-1841

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What’s New at Kastler Financial Planning

Business Owner Guide to Selecting a Retirement Plan

guide to selecting a company retirement plan
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Personal Finance "Small Talk" Workshops

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Families and Children with Special Needs

special needs planning
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Our Key Client Segments

Small Business Owners

business owners Small business owners have a unique opportunity to save significantly for their own retirement and help their employees as well. If you have a company Retirement Plan in place, we can help educate your employees to leverage that Plan. If not, we can assist you in putting a company Retirement Plan in place at very low cost to you and of high value to your employees. You can also hire us for a day to provide workshops and one-on-one consultative sessions!
Small Business Owner Retirement Plan Consulting

Engineers At or Near Retirement

retirement planning Your whole career has been focused on wealth accumulation. Now you are considering retirement. The retirement plan now needs to focus on maximizing your income to meet monthly expenses, a mechanism to cover emergencies, and still have a long-term growth portfolio for expenses such as Long-Term Care. Welcome to real retirement planning! We can help you analyze all of that plus Social Security claiming options, Medicare options, investment strategy, and provide you with a written retirement plan. Visit our services page on Retirement Planning

Families / Early-Mid Career

building wealth Young individuals and families just starting out and into mid-career have a host of decisions to make. Paying off student loans, saving for their first home, career decisions, and many more. Lurking on the back burner is retirement planning and how to build wealth to get there. Slow and systematic investing can help you achieve that long-term goal while you deal with all the other critical decisions of today. A written broad-based financial plan with an action plan will chart a course to get you to your goals.
Insights for Families

We Are a Fiduciary Advisory Business

Our core purpose is to improve the financial life for each and every client we serve. We believe that people of all income levels should have access to affordable and professional financial planning and investment management services, without the pressure or bias of product sales and commissions.

Always acting as a fiduciary, the only fee we receive is the fee paid by the client. We put your best interest before our own. No product sales, no commissions, and no account minimums. Our services can be performed either as a one-time project, on-going (subscription) financial planning, and hourly consulting services. We utilize low-cost investment strategies.

Our Unique Client Experience

There are 3 components to our client experience. Firstly, the software tool shown in the video provides powerful capabilities that allow us to develop your financial plan. View the video for an eye-opening perspective on what this software may do for you.

Additionally, we provide you with a very secure process to share and store your financial data - whether you are sitting in our office or across the country via computer screen sharing. Read more about our document gathering and collaborative planning process at Financial Planning Process.

Finally, from the convenience of your home, you will have an online financial dashboard, available on your computer, to check your account balances and, optionally, perform cash flow planning. There’s even a smartphone app, should you be interested in mobile access. Visit our Client Portal for more information.