• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

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    “Your Retirement Income Planning Checklist”
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Casey Wealth Consultants

    Casey Wealth Consultants works with friends and neighbors throughout Kentucky, Indiana & Tennessee to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

    With Casey Wealth Consultants, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at  info@askthecaseys.com or call us at 888-CWC-1105 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Joe & Candice Casey

    Joe & Candice are the co-founders of Casey Wealth Consultants and they specialize in retirement income planning.

    Learn More About Joe & Candice
    Evansville location is for the convenience of meeting clients only.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    CWC will not disclose, sell or distribute to any third party your information without your prior consent. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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