Welcome to Castle Financial Group

Using our Stronghold Strategy™, we help families fortify income, protect assets, and secure their legacy while remaining faithful stewards of what they've worked so hard to build.

"A wise man builds his house upon the rock." – Matthew 7:24

Welcome to Castle Financial Group 🗝️

Who We Are

Castle Financial Group is an Independent Boutique planning firm of Advanced Planning Specialists dedicated to helping retirees and pre-retirees navigate the transition from accumulation to distribution with confidence. Our focus includes retirement income planning, Social Security optimization, Required Minimum Distribution (RMD) strategies, Medicare planning, wealth preservation and legacy planning.

Through our strategic relationship with Highland Capital Brokerage and access to the Annexus network, we leverage advanced planning resources, institutional-level research, and innovative retirement income strategies designed to help families make informed financial decisions. Guided by our Stronghold Strategy™ philosophy

—Fortify Income • Protect Assets • Secure Legacy—

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.

Retirement Analysis

Video

Discover our proprietary 9 Steps to Financial Freedom

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Advanced Planning Techniques

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Your Path to Financial Security “The Stronghold Strategy”

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.”

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Client Testimonials

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

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

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

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”

Explore our Key Services

Medicare

Enrollment Support, Understand your Options

Retirement

Guaranteed income for a worry-free retirement

Life Insurance

Build Wealth with Lifetime Protection and Growth

Contact Us

Castle Financial Group

Operates Nationwide | Rhode Island Resident | California lic no. 0E32935

401-644-6333 Jason@CastleFinGrp.com

DiscloSures

Castle Financial Group provides consultative and educational services under an insurance-only model. We do not offer legal, tax, or securities-related advice, nor do we act in a fiduciary investment capacity. Our Stronghold Strategy covers personalized financial coaching, including income planning, insurance coordination, Medicare optimization, and collaboration with third-party professionals. When appropriate, we work alongside licensed fiduciary investment advisors and estate attorneys to ensure all client needs are addressed within proper regulatory channels. As an insurance-only producer, Jason Souza may receive compensation directly from insurance carriers for implementing annuities, life insurance, or long-term care products. These commissions are paid by the carrier and do not affect the client’s assets or result in additional advisory fees.

Castle Financial Group

50 South County Commons Way, South Kingstown, Rhode Island 02879, United States

401-644-6333

PROTECTING YOUR KEYS TO THE CASTLE™

Welcome to Castle Financial Group

Welcome to Castle Financial Group 🗝️

Who We Are

Retire with Confidence!

Independent Advanced Planning Specialists

Our Partners

Discover when and how much you need to Retire!

Video

Discover our proprietary 9 Steps to Financial Freedom

Advanced Planning Techniques

Your Path to Financial Security “The Stronghold Strategy”

Client Testimonials

Protect your Income for Life

Protect your Income for Life

Protect your Income for Life

RN’s Love us!

Protect your Income for Life

Protect your Income for Life

Planning Made Easy

Protect your Income for Life

Planning Made Easy

A CPA knows Best

Constructing a solid Retirement

Planning Made Easy

A Speech Path’s Journey

Constructing a solid Retirement

Constructing a solid Retirement

Constructing a solid Retirement

Constructing a solid Retirement

Constructing a solid Retirement

Thank You for your service nurses!

Karen Mulligan

Lisa Oliveri

Explore our Key Services

Medicare

Retirement

Life Insurance

Contact Us

Drop us a line!

Castle Financial Group

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DiscloSures

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