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2300 E Katella Ave Suite 400
Anaheim, CA 92806

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(562) 493-6123

 
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Retirement and Estate Planning

Welcome to Castillo Wealth Management, a full-service firm specializing in retirement planning and estate conservation.

As personal wealth management professionals, we can:  

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

To schedule a Complimentary Consultation contact Brandon Millan Toll Free at (888)876-8912 or by e-mail at [email protected]. We look forward to speaking with you soon!

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Here’s a crash course on saving for college.

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