Never Worry About Running Out of Money Again

Retire With Confidence, Freedom, and Ease

Discover the 3 Pillars to a successful retirement and close your income gap—so you can travel, enjoy life, and live your golden years without fear or financial stress.

What you get in this Webinar

CLarity on Retirement

Custom Pension Income Planning

Safeguards to your Savings

When to take Social Security

Lifetime Financial Freedom

pROVEN pATH TO sUCCESS

mEDICARE mADE easy

Withdrawal Heirarchy

gAINS WITH NO LOSSES

If you're 55 or older and concerned about market risk, Social Security, Medicare, and creating lifetime income... then

You're in the right place.

Who This is For?

pRE-rETIREES (55+)

tURNING 65 - mEDICARE BOUND

mUNICIPAL eMPLOYEES

SELF-EMPLOYED iNDIVIDUALS

hiGH inCOME pROFESSIONALS

fAITH-dRIVEN lEADERS & lEGACY bUILDERS

mARRIED COUPLES NEARING RETIREMENT

wIDOWS OR dIVORCEES

sMALL bUSINESS OWNERS

What Our Clients Have to Say:

"I now have complete peace of mind."

"Jason and Castle Financial Group have been instrumental in securing my financial future. Their guidance gave me peace of mind."

- Rita Brennan

Retired Nurse

"I Trust Castle Financial Group with my retirement - and my clients' too."

"As a CPA, I've worked with Jason for over 10 years. He recently helped my wife and me with our retirement plan, and his process gave us complete confidence." I continue to refer him because he's thorough, trustworthy, and truly cares."

- David Parent

Professional CPA

"He explained everything clearly so I always understood what he was referring to."

"Jason is very personable to work with and makes me feel very comfortable when going over complex financial decisions."

- Gail Robinson

Speech Pathologist

Meet your host!

Jason Souza is a seasoned retirement planning expert and the founder of Castle Financial Group. With over two decades of experience in wealth preservation, tax-efficient income strategies, and financial security, he has helped countless individuals and families fortify, protect, and secure their retirement futures.

Recognized for his ability to simplify complex financial concepts, Jason has been a trusted advisor for those looking to maximize their retirement income, minimize risk, and build a lasting legacy. His expertise has made him a sought-after speaker, delivering actionable insights that empower retirees to take control of their financial future.

In this exclusive webinar, Jason shares proven strategies to create a rock-solid retirement plan, ensuring financial stability and peace of mind for years to come.

Less than 2% of all Advisors and Brokers have the Access and Resources like we do!

*Note: This offer is only available for a limited time. We don’t accept everyone, so if you're seeing this—now is your chance to apply!