Reduce Your Financial Risk In Retirement
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Lawrence Castillo, LUTCF
Retirement & Income Specialist
Lawrence Castillo has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.
Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.
What We Offer
- Leave the money where it is
- Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
- Transfer the money to another employer-sponsored plan (if the plan allows)
- Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!
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“I got into annuities because at the time interest on principal was very high (14%). I did not understand nor trust the stock markets. I got into 10, 20 year annuities and they have all now been paid back and exhausted. This fortunately was just as my mortgage was paid off, so it was a wise investment, even though I did not plan the mortgage around this.”James, Santa Fe, NM
“Lawrence was recommended by a friend and I am so happy that I called him because I was complaining where I had my money. Now I feel I can sleep at peace because I get a check every month to help me travel all over the world.”- Rose, Albuquerque, NM