Castle Rock: A Trusted, Fee-Only Planning Firm
Throughout her many years of experience, Lauri Salverda has developed a passion for transparent and holistic financial planning where her clients’ goals, understanding, and confidence triumphed. Castle Rock was founded on these principles.
We offer a different approach to financial planning and investment management. We will be your trusted advisor each and every step of the way, drawing on Lauri’s experience as a CFP and CFA. With your personal goals in mind, we will build an individualized financial plan that will leave you feeling confident, relaxed, and empowered.
Feature Services
Castle Rock Financial Planning is a collaborative, strategic partner who will help you design and build your ideal financial future. We provide comprehensive financial planning and investment management services to our clients:
News
The Greatest Gift to Leave Your Children & Free End of Life Checklist
I have seen it over and over: a beloved parent dies and the adult children do not know where to start. The first question is always, “What do you think they would have wanted?” Once the question is out, then the arguments begin. All relatives have opinions informed by their own experiences, and they rarely […]
Financial Literacy Month
April is Financial Literacy month! What a great opportunity to talk to our children and young adults to find out what they know and how to improve on it. High school students do most of their learning about money and finances from parents. But many parents do not feel equipped to teach their children about […]
Goodbye Marriage Penalty—Almost
One of the unexpected gifts from the Tax Cuts and Jobs Act of 2017 was the virtual elimination of the so-called “marriage penalty.” But at the same time, the new tax regime imposes a new “stealth” marriage penalty which will show up for taxpayers in higher-tax states. The marriage penalty is roughly defined as assessing […]
Budgeting for Philanthropy
When things get tight, many people get insular. That is, they cut ties and obligations with anything that doesn’t protect themselves, and their own. However, this is when charitable giving is needed the most. Don’t look at budgeting for philanthropy as an either-or situation. It’s not either I help myself and my family or I […]
