M.M. Castro Financial Advisor is a family owned and operated financial firm located in Brecksville, Ohio. We aim to help you reach your financial goals. Please use the links above to learn more about our services and our firm.
M.M. Castro Financial Advisor is a family owned and operated financial firm located in Brecksville, Ohio. We aim to help you reach your financial goals. Please use the links above to learn more about our services and our firm.
Financial Planning is the ongoing process of establishing financial goals and assisting in making sensible decisions about finances that help achieve your goals throughout life.
The first step in the financial planning process is the identification of both long and short-term financial goals and the preparation of a detailed personal Management Report.
The Management Report provides a picture of your current financial affairs. The report consists of a net worth statement, income tax projection, discretionary fund statement, estate plan analysis, and summary of insurance(property and casualty, disability, medical, and life). After the Management Report is prepared, planning activities and recommendations are made based on your current situation, goals and priorities.
At M.M. Castro Financial Advisors, we believe that financial planning is a team effort between you and all of your professional advisors. The quarterback of this team is the financial account executive. He will coordinate your particular financial plan with the expertise of M.M. Castro Financial Advisors.
The financial account executive will assist you with your financial questions and related issues on a continuing basis. Your financial progress is monitored throughout the year with meetings, telephone conversations, and correspondence.
In the world of finance today, you are constantly being faced with questions in the areas of investments, taxes, estate planning, risk management, and many others where your decisions can mean the difference of thousands of dollars over your lifetime. In your making those decisions, having the counsel of a qualified, independent financial planner can make the difference. M.M. Castro Financial has both the experience and expertise to make the difference in your favor. The choice is yours. M.M. Castro Financial can help you achieve your goals, as together we take financial planning to the next level.