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
End of Year Tax Planning Ideas
December is not too late to do last minute tax planning. In fact, it is the perfect time to review your taxes and look for some savings. At this point you should have a good idea of your wages, Social Security and pension income, dividends, interest and capital gains in order to estimate your 2024 […]
GIVE YOUR FINANCES A SPRING CLEANING
Spring cleaning is not just for homes. It is a good time to take inventory of your finances. Actions considered should include cleaning out documents you no longer need, tracking your budget, refine assumptions used in the planning process, and make sure you are still on track to retire comfortably. Shred old documents. Keep tax […]
What Are I Bonds And How Do They Work
There has been a lot of talk lately regarding investing in I Bonds while inflation is high. They seem to be a great investment at this time, but you should know all the facts. The first question you may have, what is an I Bond. It is a Series I Savings Bond issues by the […]
When You or Someone You Love Receives the Diagnosis
Parkinson’s Disease is becoming more prevalent in the United States and in Minnesota. In 2020 there were just under 1 million individuals living with Parkinson’s and by 2030 it is expected to rise to $1.2 million, based on a recent study done by the Parkinson’s Foundation. Additionally, the cost of treating the disease is increasing. […]
