Robust Financial Planning Tool

Unlock the value of proper financial planning

Interactive retirement planning

Understand how prepared you are for retirement using our interactive tool. Compare multiple scenarios, illustrate stress tests and more. ​

Innovative Tax Efficient Distribution Strategies to save you money

Visualize the benefits of a smart tax strategy including optimal ways to withdraw funds during retirement. 

Social Security optimization

We can show you the impact of your decision on when to start receiving Social Security benefits and the optimal solution that will maximize your Social Security income.

Budgeting

Tools to manage your budget, track spending in various categories and manage expectations with future spending.

Student loan planning

Struggling with student loan debt? Use our unique student loan module to illustrate different scenarios to reduce payments.

Medicare Planning

Review your options for Medicare.

Estate Planning

Understand the flow of assets at the end of life.

Account Aggregation

Use the account aggregation feature to link bank accounts and credit cards for budgeting, as well as any externally-held investment accounts so you can have a full picture of your financial situation.

Digital Onboarding

Use the client portal to enter your own information in six easy steps.

Client Portal & Mobile App

Interested in checking your information on the go? With the mobile app you can check account balances, budgets and more.

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Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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