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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@caseywealthconsultants.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 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.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Casey Wealth Consultants are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Casey Wealth Consultants is stated or implied.

    Casey Wealth Consultants is not affiliated with the US government or any governmental agency.

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