Reliable Income Planning

Could your retirement plan be delivering more?

About to retire or recently retired?

Have a Retirement Savings of $500k or more?

Looking for the best way to create a reliable income stream? 

Tired of of uncertainty, financial stress, and the fear of running out of money in retirement?

Watch Video - How to Pay Yourself In Retirement


Say Hello to confidence.

Our tailored Retirement Income Planning services are for disciplined savers, nearing retirement or recently retired, with 500k or more in savings who desire... A Reliable Retirement Plan that... generates a continued income stream, supports your lifestyle, and is designed to last throughout your retirement...and beyond.

Would you like to see how much income you need in retirement to retire comfortably?

Would you like to see how much income you need in retirement to retire comfortably?

Let's explore, together, alternative reliable retirement income options!

Schedule a consultation today to:

Assess Your Retirement Income Sources

Calculate Your Retirement Income needs

Assess Your Current Plan for Growing Your Savings and Distribution in Retirement

Evaluate Your Risk and Diversification

Fill the Gap with a Tailored Reliable Income Plan

Schedule CONSULTATION with Erich

Already working with an advisor? Learn why a second opinion matters and what a second opinion looks like!

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*****

We've been extremely satisfied clients of CWM for over a decade and we're VERY  pleased with the above-and-beyond service we always receive. Time has proven their advice to be wise and beneficial.

-Mark D.  

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*****

Upon retirement, my wife and I desired to work with an agent and staff who wanted to serve our best interests for wealth preservation and provide sufficient income throughout our retirement years. We have not been disappointed. 

- Mike R. 

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*****

 In addition to a wealth of financial knowledge , experience and wisdom, the staff at CWM are so kind and caring that we have developed a nourishingly supportive long-term relationship and we absolutely trust them.

- Kerri S.

Disclosure: CWM has not provided any compensation for the existing client testimonials shown. The testimonials shown have been selected from among all client feedback.

Client Centered

MEET YOUR ADVISOR, ERICH CASTILLO, CLU, ChFC

For nearly three decades, Erich has partnered with retirement planning clients nationwide.

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Learn More about Erich

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