Castle Rock Financial PlanningCastle Rock Logo

A trusted fee-only planning firm.

lauri@castlerockfp.com
651-294-0013
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    • Lauri Salverda, CFA, CFP®, AIF®
    • Jody Stroh
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Welcome to Castle Rock Financial Planning!

COVID-19 & OUR OFFICE

In order to protect the health and safety of our clients during the COVID-19 pandemic, Castle Rock Financial Planning is offering virtual meetings as well as in-person meetings. We are available during normal business hours (8 a.m. to 5 p.m.), and will continue to offer the same quality level of service. Should you choose to join us in person, please note that the Governor’s order requires face masks be worn by all people at indoor businesses. When you visit our office, you may bring your own face mask, or use one of the face masks we have available. Please feel free to call us at 651-294-0013 with questions.

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:

Financial Planning

Short-term planning accelerates long-term progress.

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Investment Management

Investment allocation/monitoring for your best interests.

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Retirement Planning

Helping you reach your goals for retirement and beyond.

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Estate Planning

Choose the best options for you and your loved ones.

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News

ESG Investing: the What and the Why

Environmental, Social and Governance (ESG) Investing takes socially responsible investing to the next level. ESG looks beyond simply social issues: it looks deeply into the environmental, social and the governance imprints of a company. It involves evaluating each company on: their environmental impact; how they treat their employees; the quality of their relationships with local […]

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Women financial planners group rings in 25th anniversary with $25,000 donation to promote women, diversity in the industry

A local group of female financial planners, the Goddesses of Financial Planning, announced a $25,000 donation to the Center for Financial Planning initiative in honor of the group’s 25th anniversary. The funding will support the initiative’s work to promote women and diversity in the financial planning industry. Founded in 1995, the Goddesses of Financial Planning […]

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Planning Your Estate

In times like these, people tend to wonder, “What would happen if I were to pass away?” “Will my family, my pets and my possessions be taken care of in the way that I want?” These are questions that need to be considered carefully so that children are cared for thoughtfully, your pets don’t end […]

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Castle Rock Named One of the 2020 “Top 16 Financial Advisors in Saint Paul” by Expertise

Thanks to review specialist Expertise for ranking Castle Rock as one of the Best Financial Advisors in St. Paul for the second year in a row! Expertise reviewed more than 80 financial advisors serving the St. Paul area. Castle Rock is thrilled to have made the shortlist of the Top 16 Financial Advisors in St. […]

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Contact Information

Castle Rock Financial Planning
2267 Waters Drive
Mendota Heights, MN 55120
lauri@castlerockfp.com
651-294-0013

Recent Blog Posts

  • ESG Investing: the What and the Why October 1, 2020
  • Women financial planners group rings in 25th anniversary with $25,000 donation to promote women, diversity in the industry August 6, 2020
  • Planning Your Estate June 22, 2020

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