Castlebury's Services While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Once your goals have been established, we apply our customize approach to suit your vision and objectives. We can help you execute each step because we know that "The best way to predict your future is to create it." Investment Strategies Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors. Contact Us For More Information! You Would Rather Be... Are you a thrill seeker, or content to relax in the backyard? 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Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Risk Management Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors. Contact Us For More Information! Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio. Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each. Insurance Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Contact Us For More Information! The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction. Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance. The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance. A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance. Income Strategies One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Contact Us For More Information! Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Strategies For Managing Student Loan Debt Five strategies for managing your student debt. Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.