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Castle Financial Services Inc.

430 Iowa Avenue
Iowa City, IA 52240

Phone:

319-248-1673

Fax:

833-710-0637

E-mail:

CALCULATORS

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CONTACT US

Please feel free to contact us with any questions.

Contact Us

VIDEOS

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Planning for the future doesn't have to be hard!

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?                                                                                                           

We'll learn more about your current financial situation.

Where do you want to be tomorrow?                                                                                 

Then we'll discuss ways to meet your goals. 

How can you get there?                                                                                                       

Next we put together a customized financial strategy based on your life and your needs.

Ready to get started?                                                                                                             

You tell us how you'd like to move forward and we'll help you kick-start your plan.

Let's Talk - Contact us today at 319.248.1673 or by email at patti@castlefinancialservicesinc.com.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck