WELCOME CEC ATTENDEES
Welcome to the Castle.
Where Faith Leads. Service Follows.
"A personal welcome from Jason A. Souza of
Castle Financial Group and
Jane Kassel of Kassel Benefits."
Two Independent Professionals, United to Serve You
Expertise You Can Trust.
Protecting Your Retirement Income, Health and Legacy.
Jason Souza of Castle Financial Group helps protect your retirement income, and legacy. Jane Kassel of Kassel Benefits supports you in making confident healthcare choices. Together, they are committed to supporting you with care and trust.
PILLAR I : SECURING YOUR RETIREMENT INCOME
Castle Financial Group: Protecting Your Retirement, Income, and Legacy
We focus on protecting your retirement, creating steady income plans, and preserving the legacy you've earned. At Castle Financial Group, your financial well-being is our top priority.
- Protect what you’ve built for your retirement
- Create reliable income strategies for peace of mind
- Preserve your independence and family legacy
PILLAR II : GUIDANCE FOR HEALTH INSURANCE CONFIDENCE
Kassel Benefits: Guiding You Through Healthcare with Confidence
Jane Kassel helps individuals, families, and business owners understand and choose healthcare options that fit their lives. Kassel Benefits offers personalized guidance tailored just for you.
- Guidance for individual and family health insurance
- Support designed for business owner needs
- Personalized care focused on your peace of mind
ENTER THE CASTLE GATES.
Many Concerns.
One Solution.
Your retirement. Your income. Your family's future. Let's build a strategy designed around what matters most to you.
Protecting your keys to the castle.
Let's Get Connected.
Two simple ways to take the next step.
How Ready Are You for What's Next?
Take our complimentary 10-question Retirement & Health Readiness Assessment. Explore important considerations about your retirement, income, and healthcare coverage.
Enter Our CEC Conference Raffle
Joining us in San Diego or watching virtually? We'd love to include you! Register for our special conference raffle.
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COMPLIMENTARY RETIREMENT & HEALTH READINESS ASSESSMENT
Your Readiness
Assessment
This quick assessment asks a few simple questions to help you discover important areas about your retirement income and healthcare options. There’s no obligation and no complicated reports.
Confidential & non-binding: Your answers help Jason Souza (Castle Financial Group) and Jane Kassel (Kassel Benefits) understand what matters most to you. This is not investment, tax, or legal advice.
CEC Conference Giveaway
Join Our
Conference Giveaway
Whether you're attending in San Diego or online, we'd love to hear from you. Sign up for our giveaway to start a conversation with Jason and Jane.
All CEC attendees are invited to connect and participate.
Let's Connect with Jason & Jane
We're here for friendly support on your retirement income and health insurance questions—whenever you need us.
Two trusted professionals united through the Christian Entrepreneur Club, dedicated to supporting your retirement and healthcare decisions with care and clarity.
Castle Financial Group
We focus on securing your retirement, income, and legacy—helping you build dependable income strategies that preserve the life you’ve worked to create.
Protecting your keys to the castle.
Get your Free Retirement Readiness Assessment today and start planning with confidence.
Kassel Benefits
Committed to helping you navigate healthcare coverage with confidence, we offer personalized guidance to clarify your options and find the right fit for your life stage.
You can request a conversation using the “Get Connected” button on this page—Jason and Jane look forward to helping you.
CEC Conference Connection
Where Faith Leads. Service Follows.
Brought together through the Christian Entrepreneur Club, we're committed to building meaningful relationships, serving fellow entrepreneurs, and helping you take the next step with confidence.
Whether you're joining us in San Diego or virtually, we're grateful for the opportunity to connect.
Your CEC Connection Includes:
Complimentary Retirement & Health Readiness Assessment
Personal Castle Retirement Readiness Review
Exclusive CEC Conference Raffle Registration
Independent Disclosure: Castle Financial Group and Kassel Benefits are independent professionals united by a shared commitment to serving you through the Christian Entrepreneur Club.
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