“Fortifying Futures and Protecting Legacies”
Financial Coaching, Income 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 “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.”
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:
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.
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