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Practice Owners

Creating a plan today can help achieve your dreams tomorrow. If you’re like most medical professionals, your primary focus is taking care of others, leaving little time to take care of your own financial health. It’s critically important to make time to start planning for your future. This requires identifying your needs and goals and developing a plan to achieve those goals. Once you have a solid plan in place, it’s just as important to monitor it regularly.

Wealth Accumulation & Asset Protection

  • Human Economic Life Value Determination
  • Coordination of Protection Products
  • Current Portfolio Review
  • Alternative Savings Options
  • College Savings
  • Savings & Risk Diversification
  • Disability Planning

Business Planning and Valuation

  • Key Employee Retention & Bonus Design
  • Business Valuation & Continuation
  • Business Overhead Expense
  • Strategic Partnerships

Just as starting early is critical, so is the need to work with a financial professional. Old Castle Financial Advisors has the experience in developing strategies customized to the needs of those in the healthcare field. We look forward to helping you better navigate through the choices and challenges of an increasingly complex financial environment. Please feel free to contacts us at (516) 394-2514 or email us at

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