Financial Planning ~ Estate Planning
Life Insurance - Retirement Planning
Investment Management
No-Nonsense Planning, Straightforward Solutions
- Our Fee Structure is one of the Most Flexible Available.
- Planning, Investments, and Life Insurance for Your Needs.
- We design and implement financial plans, retirement plans, and estate plans.
- We design plans and insurance for business owners, families, individuals, and elders.
- We provide professional management, customized tax-managed accounts, and private investment management.
Independent Services
SFA is an independent firm offering financial planning, life insurance, retirement planning, business planning, estate planning, and tax planning services to individuals, families, and businesses.
No Proprietary Products
Our Broker/Dealer does not impose any proprietary product requirements on us. Our recommendations are geared to your needs.
*****
SFA was founded and is managed by M. Lorin Castleman, JD., an estate planning attorney and certified as a specialist in Tax Law by the California Board of Legal Specialization.
Mr. Castleman is a Registered Representative,an Investment Adviser Representative, and a Life Insurance Agent - FINRA CRD #4623354, CA Ins. Lic. #0E13968
Conveniently located for the Tri-Valley communities of Pleasanton, Livermore, Dublin, San Ramon, Danville, Alamo, Walnut Creek, Pleasant Hill, Lafayette, Moraga, Orinda, Castro Valley, Hayward, and Fremont in the Counties of Alameda and Contra Costa in the San Francisco East Bay area.