MEET ERICH CASTILLO

Meet Erich Castillo CLU, ChFC & Founder of Cornerstone Wealth Management

Meet Erich Castillo CLU, ChFC & Founder of Cornerstone Wealth Management

“Across investment management and retirement income planning services, Cornerstone Wealth Management specializes in helping clients in the Lexington area keep more of what they earn by limiting the impact of taxes on their retirement income. This desire to help people take ownership of their wealth is embodied in the work of Erich Castillo, CLU, ChFC and founder of the firm.”

“Every person has a unique financial situation,” Castillo explained. “I find it rewarding to help people make the most of their retirement income and reach a point where work is optional and retirement is affordable.”

Reflecting on what advice he might give to those looking to maximize their finances in 2022, Castillo drew upon his personal experience in helping clients do just that.

“I meet with people every day who have handled their investments themselves for years and are still surprised by some of the potential issues that come up in our discussions,” he said. “So much has changed in the last few years, it really can pay to revisit your plan. In short, my advice is that you might not know it all — it’s ok to ask for help.”

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