Kastelz Wealth Management Services based in Jacksonville, FL

 We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your 401K/SIMPLE/SEP plan.  We will evaluate and implement group benefits such as group life and disability.

 You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that heritage is carried out and protected.  We provide comprehensive estate planning with attorneys ready to assist with wills, trusts, POA, etc.

 Life insurance is essential to consider when building your financial plan. It can provide a sense of stability to your family in the event of your passing. Our Individual Risk Management Portfolio ensures your Individual Life, Disability, and Long-term care insurance plans.

Generating income from the retirement savings you have efficiently accumulated over your lifetime can often be a complex task, but we're here to help every step of the way. We provide a comprehensive analysis to create a custom retirement plan.

Compensation decisions should always be made in light of other holdings, income, and the rest of your financial situation.  Let's discuss Executive Bonus plans(162 plans) Key Man Insurance, Buy/Sell Agreement Funding, Non-qualified deferred compensation plans, SERP plans, etc...

Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for their children’s education, or passing accumulated wealth to future generations.  Our individual wealth management/financial planning is designed to meet the needs of business owners, executives, and individuals.