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Addressing the complex planning needs of small-business owners
Arthur (Artie) Castro is the founder and president of Summit and Surf Wealth Management, located in Orange and Tustin, California. He is a highly experienced wealth manager with more than 25 years of experience creating goals-based wealth strategies for his clients.
Mr. Castro serves a diverse client base, including many entrepreneurs and small-business owners. He says, “Their planning needs can be complex, with a need to coordinate their personal financial-planning objectives with the unique needs of their role as a business owner. We can help small-business owners make informed decisions that promote long-term financial stability and growth.”
Mr. Castro’s firm provides a number of specific planning and implementation services for business clients, including the following:
- Comprehensive financial planning and cash-flow analysis across business and personal needs.
- Customized wealth management, with third-party managed accounts for nonqualified and qualified assets.
- Risk management and insurance planning, including key person insurance.
- Defined benefit and defined contribution retirement plan guidance and implementation.
- Succession and legacy planning.
- Consultation on executive compensation, profit-sharing plans, and employee stock ownership plans (ESOPs).
- Execution of living wills and trusts, using a highly qualified third-party resource.
