are your finances optimized for peak protection?
Most people are proactive when it comes to their mental and physical health. That same approach should be taken with our finances as well.
Through our simple and efficient process, we are able to take the stress out of financially planning. Prior to carrying the weight of this task, we ensure your finances are optimized to bear the weight of the load.
Our advisors are licensed and multi-year Million Dollar Round Table members who will always put your best interests first.
Step 1: goal establishing meeting
Initial meeting to review all life insurance, assets, and retirement plans.
Step 2: review a plan of action
Meet for a second time to review recommendations and what can be done to optimize the current financial shape.
Step 3: Lift the weight
Put the plan in motion and monitor as life changes occur. Meet at minimum once a year to review results to adjust the plan if necessary.
peace of mind
You and your family can rest assured knowing your finances are fit enough to handle the weight of the world.
Partnership treatment
At our practice, you will be treated as an equal. We will never make you feel as if we are above or below you on your journey. We prefer to stand right beside you.
Transparency
If something is already great, we’ll tell you. If not, we’ll tell you as well. As the owner of your finances, you deserve to be in the know with information you can understand and trust.
"Wealth and health go hand in hand. With our expertise and experience, we can guide you and your family through life’s most trying times and help you get your finances into the best shape they’ve ever been in."
- Anthony Castro, MDRT
The professionalism and attention to detail Anthony Castro demonstrated is top notch. Being able to secure my family with an individual that exemplifies integrity brings a sense of relief and comfortability every time. Will refer Anthony to everybody looking for security in their family’s future.
Kyle Jones, Real Estate Investor
Anthony Castro has become like family during this often uncomfortable process. No one likes to consider the worst, but Anthony's professionalism, expertise, and passion allows you to know you are truly in good hands. I trust that my family will be priority in the event of the untimely, and he will always have my full endorsement. Thank you again.
Damian Dunn, Options Trading Specialist
Anthony Castro was very knowledgeable and informative when working with me on my life insurance. Next step is to review my retirement with him.
Rick Pletz, Director of Operations
Phone
610.463.7998
fitfinancesbyac@gmail.com
Anthony Castro, MDRT