Social Security Benefits and You Retirement Plan:

/ CastleWealth Advisors, LLC/
Social Security Benefits and You Retirement Plan:

Many individuals have difficulty understanding how their Social Security Retirement Benefits are calculated and questions about the impact of taking retirement benefits early or waiting receive them.


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Castle Wealth Advisors, LLC Partners with NMS Capital Advisors, LLC

/ Castle Wealth Advisors, LLC/

Castle Wealth Advisors, LLC., a hybrid Register Investment Advisors located in Los Angeles; Ca. has partnered with NMS Capital Advisors, LLC (“NMS”) a leading global focused investment banking and asset management firm.

Founded in 2006, NMS Capital Advisors, LLC is a leading full service investment banking, securities and wealth management firm headquartered in Beverly Hills, California. NMS provides a full array of investment banking and advisory services including debt and equity capital raising for public and private companies, mergers and acquisitions, cross-border advisory, private equity and hedge fund advisory, valuations and fairness opinions, EB-5 capital advisory, securities brokerage and other strategic advisory services. 

Castle Wealth Advisors, LLC looks forward to working with NMS Capital Advisors, LLC to increase the depth and breath of wealth management, alternative investments, insurance and asset management services offerings. 

NMS Capital Advisors is registered broker-dealer with the Securities and Exchange Commission and are members of the following:

·      Financial Industry Regulatory Authority (FINRA)

·      Municipal Securities Rulemaking Board (MSRB)

·      Securities Investors Protections Corporation (SIPC)

 

/ Castle Wealth Advisors, LLC/ /
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Heather Castle

I am originally from Virginia and grew up in Tuscaloosa, Al.  I completed both of my degrees at the University of Alabama.  My undergrad degree in Finance and then later my MBA from the Manderson Business School through their Executive MBA program. 

I started Castle Wealth Advisors, LLC because I wanted to provide ethical and approachable financial planning and investment management to individuals and business owners, concerned with their financial futures, regardless of age, sex, race, or net worth.

I've always believed clients should work with reputable, qualified, and experienced advisors.  So it was important to me to gain industry experience as well as pursuing additional industry specific designations.  I have passed the following licensing exams:

     Series 7, General Securities Representative

     Series 66, Investment Advisor Representative 

     Series 9 & 10, General Securities Sales Supervisor

     California Life, Health, and Variable Insurance (License #0K01554)

I have been in the financial services industry since 2006 and have work with many differing type of clients over the years.  One thing I know to be true, everyone wants to feel heard and cared about.  Meaning everyone I have ever worked with wants to feel like their desires, wants and needs have been heard and taken into consideration when speaking about their personal financial matters.

Many people have the same goals, they just express them differently, and then there are a few who’s view and desires are completely different.  This is one of the aspects I love about my job.  The PEOPLE!  I get to meet some many interesting people and they challenge me daily.  No day in my line of work is the same.  Today I could be planning for a family who owns a small business and tomorrow working with a women going through a painful divorce.  Listening and building financial plans and strategies around personal needs is why many of my clients have said they do business with me and have stayed with me. 

Another reason I love my job… I get to truly HELP people.  I get to make a living and provide for my family while helping others.  Over my career I have felt a need to dive deeper into financial planning and working with high net worth individuals who have greater planning and investing needs.  Listed below I have highlighted a few of the areas I specialize in:

·      Women in transition (divorce/ death)

·      Corporate Executives

·      Young Entrepreneurs

·      Small Business Owners

·      Family with Special Needs Members

·      Complex Retirement and Estate Planning Needs

Currently I live in Brentwood and really enjoy the West Side of Los Angeles.  I am actively involved with the Junior League of Los Angeles.  I have a passion for trying new things and new experiences.  So, in my free time I love traveling and scuba diving.  I also am interested in learning French, taking pilot’s lessons and dancing the tango!

Many Investors Are Finding Even More Reasons To Use 529 Plans To Help With Education.  

/ Castle Wealth Advisors, LLC/
Many Investors Are Finding Even More Reasons To Use 529 Plans To Help With Education.  

When beginning to plan for a child’s future or when evaluating a current savings plan, many families often ask,  “What are the differences between UGMA and UTMA accounts, 529 college savings plans, and prepaid tuition plans and what should I use?”   

The key to answering this question lies first, in understanding the types of accounts available to help with saving for a child’s future along with their pros and cons. After which it’s easy to understand how the “tax cuts and jobs act.” being signed into law has made many 529 plans more attractive for parents and families.  

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