Financial Calculators  to better Serve you.



Castillo's Financial Services

  
     
     
 
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 CASTILLO’S INC PROVIDES A WIDE RANGE OF SERVICES TO INDIVIDUALS & BUSINESSES.   WE STRIVE TO MEET THE CLIENTS’ SPECIFIC NEEDS IN PLANNING FOR THE FUTURE AND ACHIEVING THEIR GOALS IN AN EVER-CHANGING FINANCIAL & REGULATORY ENVIRONMENT.

OUR PROFESSIONAL SERVICES INCLUDE:

Personal Financial Planning
Individual & Business Tax Return Services
Federal & State Tax Return Preparation
Retirement Planning: IRAs,403b,457,etc
Employee Benefits: Pension Plans, 401k
Business Payroll & W2 Reporting: 940 form
IRS Representation Available
Life Insurance – Term & Universal Life
Individual & Group Health – Major Medical
Medicare Advantage & Supplement Plans

Worksheets

  • Budget Organizer
  • Balance Sheet
  • Bank and Brokerage Accounts
  • Retirement Plan Inventory
  • Life Insurance Inventory
  • Professional Advisors
  • Document Checklist
  • Personal Property Disposition
  • Business Disposition
  • Funeral Instructions
  • Financial Workbook (all of the above worksheets)
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    All Rights Reserved