Castle Hill Financial Group (CHFG) is an independent financial services firm. Our team of experienced professionals provides consultation to clients in the areas of personal financial planning*, retirement & business planning strategies, as well as, wealth management*. In addition, we provide personalized tax-reducing strategies for companies, business owners, key executives and valued employees.
*For advice concerning your own situation, please consult with your appropriate professional advisor.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
One way to find money is to examine your current spending habits and eliminate money wasters.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Bucket lists don’t have to be for tomorrow.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.