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We're proud to provide lifelong financial planning built around you. From retirement income, to tax strategies, to investment and risk management, we've been serving families like yours for over 25 years. Your Future is Our Full-time Job!

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Meet Erich Castillo.

Meet Erich Castillo.

Since 1997, Erich Castillo has been a comprehensive resource for clients in Kentucky and beyond. A chartered financial consultant and chartered life underwriter, Erich also has an insurance and annuity designation to provide families like yours with fully integrated support while planning for the future. Book a call with Erich to ask questions, hear best practices, and start creating a plan built entirely for you.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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