“Fortifying Futures and Protecting Legacies”
Financial Planning, Life and Medicare Insurance
Welcome to Castle Financial Group 🗝️
Who We Are
Welcome to Castle Financial Group, an independent boutique firm of advanced planning specialists. Managed by Jason Souza, CEO/Principal Financial coach - a 22 year veteran in the Financial Services industry. Our unique nine-step solution to financial freedom is designed to fortify futures and protect legacies. Guided by protection-first strategies, we are committed to securing our clients’ estates with core values of integrity, trust, and reliability.
”Our focus is simple—to fortify, protect, and secure your financial future. Every strategy we offer is crafted to strengthen your legacy, ensuring that your assets are safeguarded for generations to come.”
Retire with Confidence!
Retire with Confidence!
Retire with Confidence!
Retire with Confidence!
Retire with Confidence!
Retire with Confidence!
Independent Advanced Planning Specialists
Our Partners
Discover when and how much you need to Retire!
At Castle Financial Group, we understand the fears and concerns that can hold people back from retirement planning—wondering if they’ll have enough to retire, or if they’ll outlive their assets. We take the guesswork out of the equation and hand you the keys to the castle. Knowledge is power—take our quick retirement survey to gain insights and start planning with confidence. Click here to begin.
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Contact Us
Castle Financial Group
Operates Nationwide; Rhode Island State Resident
Your Path to Financial Security financial planning
The Power of 369 “Vortex” Math Providing Balance and Flow
“Our proprietary 9 Steps to Financial Freedom leaves no Stone unturned, providing complete confidence as you navigate your path toward retirement.”
Client Testimonials
Protect your Income for Life
Protect your Income for Life
Protect your Income for Life
Meet Mike Beachnau, a business owner and valued client for the past 8 years. We’ve helped him protect his lifestyle, eliminate market risk, and secure a guaranteed income stream for life, benefiting both him and his family.
RN’s Love us!
Protect your Income for Life
Protect your Income for Life
Meet Rita, a dedicated veteran nurse who trusts Jason and Castle Financial Group to protect and secure her financial future. Nurses are among our favorite clients, as their selfless dedication to others often leaves little time for their own retirement planning. We’re honored to help them achieve financial security and peace of mind.
Planning Made Easy
Protect your Income for Life
Planning Made Easy
Meet Doug Lincoln, a dedicated retired state employee. We’ve worked closely with Doug to protect and secure his retirement assets from market volatility, ensuring he’s prepared for Medicare, and making sure all his financial needs are met for a stable and comfortable future.
A CPA knows Best
Constructing a solid Retirement
Planning Made Easy
Meet a Rhode Island native and veteran CPA from the Providence area, who deeply values the benefits of having both a professional relationship and the personal care provided by Castle Financial Group. With a strong understanding of financial intricacies, they trust us to fortify their financial future with the same dedication they offer their clients.
A Speech Path’s Journey
Constructing a solid Retirement
Constructing a solid Retirement
Meet Gail Robinson, a speech pathologist we helped secure long-term care coverage, address estate planning challenges, and establish a guaranteed income stream—protecting her from market risk.
Constructing a solid Retirement
Constructing a solid Retirement
Constructing a solid Retirement
Meet Gregory Cooper of Cooper Construction, Rhode Island. We helped him achieve his investing and insurance goals while securing his family’s future—protecting against disability, long-term care, and estate challenges.
Thank You for your service nurses!
Karen Mulligan
Nurses are one of our favorite client types because they are serious about Retirement, great at making decisions, very intuitive and always show up prepared to get right down to business.
Lisa Oliveri
Having the right relationship and Vibing with your Retirement Advisor is very Important to long term success!
”It’s all about Relationships”
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Disclosure:
Jason Souza is not a FINRA-licensed fiduciary and operates solely as an Independent Broker and Insurance producer and Financial Coach. Castle Financial Group complies with the Best Interest Contract (BIC) and follows a ‘Know Your Customer’ approach to ensure suitability in recommendations. Independent, customized planning solutions are provided through retirement planning coaching, utilizing a proprietary nine-step process.
For any wealth management or securities advice, clients are referred to our IAR partners, who are FINRA-registered fiduciaries. Castle Financial Group’s holistic planning approach offers access to third-party professionals, including CPAs and estate attorneys, for advanced planning, long-term care strategies, and trust protection.
Disclosure:
Castle Financial Group is an independent retirement planning firm and is not directly affiliated with or employed by Annexus. As a strategic partner, we utilize Annexus-designed financial products and solutions to deliver top-tier retirement income strategies for our clients. This relationship enables us to offer innovative tools and services that align with our mission of providing secure, risk-free retirement solutions. All opinions, recommendations, and services provided are solely those of Castle Finacial Group, Independent “Insurance Producer Only.” Wealth Management and Fiduciary relationships, “referrals” are provided as part of our 9 Step Comprehensive Coaching process.
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