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.
This planning encompasses the development of overall investment strategy as well as an asset allocation analysis. It also includes the monitoring of your investment portfolios and a review of the appropriate types of investments that are suitable for you.
This valuable service coordinates the strategic tax planning and research on your behalf. Federal and state tax projections are prepared and reviewed throughout the year to highlight planning opportunities and to monitor your tax situation. In addition, the tax service can include the preparation of federal, state and city tax returns.
Included in this planning category is a review of your current estate documents and the implementation of effective estate planning vehicles to minimize the impact of estate taxes over your lifetime. With this service, we will work together with both in-house counsel and outside estate attorneys to draft the documents needed to implement sound estate planning strategy.
Under this planning area, we will provide a review of your current insurance policies including property and casualty, medical, disability and life insurance. In addition, we often utilize outside insurance consultants to ensure that your coverage’s are adequate, cost effective and properly coordinated.
This planning aspect includes the preparation of long-term retirement and tax projections. These projections will enable us to properly coordinate current investment and tax strategies to make sure that your current and future financial resources will be adequate to maintain a comfortable lifestyle during your retirement years.
This valuable service provides your nonprofit with opportunities to improve your financial sustainability. With this service, we will provide your nonprofit with different measures that are standard in the nonprofit sector such as fundraising efficiency, operating program efficiency, current asset assessment, donor relations, and other account reconciliation options.