CHISHOLM TRAIL FINANCIAL GROUP

CONNECT

Address:

109 South Harris Street, Suite 220
Round Rock, TX 78664

Phone:

512-671-7526

Fax/Other:

512-671-7527

Leo Castro, LUTCF

Leo Castro, LUTCF

Financial Professional

BUSINESS PHILOSOPHY

 My goal is to build strong professional and personal relationships with families and business owners in order to help them pursue their financial freedom. I feel strongly that I have the knowledge, experience, and commitment to help clients decide what that means to them.
 
 PRODUCTS AND SERVICES   
 
Offered through Chisholm Trail FInancial Group 
  •         Fixed Annuities
  •         Disability Income Insurance
  •         Estate Conservation Strategies
  •         Education Funding Strategies
  •         IRA Consolidation/Rollovers
  •         Long-Term Care Insurance
  •         Mortgage Protection (through life insurance and disability income insurance)
  •         Pension Transfer/Rollovers
  •         Term Insurance
  •         Universal Life Insurance   
  •         Whole Life Insurance
  •         Tax Sheltered Annuities, 403(b) Plans

  Offered through Lincoln Financial Securities.

  •         Mutual Funds
  •         Variable Universal Life Insurance
  •         Variable Annuities

QUALIFICATIONS

  •          Licensed to sell Life & Health Insurance in TX
  •          Registered Representative of Lincoln Financial Securities
  •          Life Underwriters Training Council Fellowship (LUTCF)
  •          27 Years in Financial Services Industry 
  •          6 time Leaders Conference Qualifier
  •          3 time member Million Dollar Round Table
PERSONAL
  •          McAllen resident for 20 Years
  •          Family: Wife Gloria and 3 sons
  •          Hobbies: Hunting, Fishing, and BBQing
  •          Education: University of Texas Austin 1974-1979
Phone 956-631-0669
Fax 956-682-0566
Mobile Phone 956-239-2053