COVID-19 & OUR OFFICE
In order to protect the health and safety of our clients, Castle Rock Financial Planning has moved to virtual-only meetings during the COVID-19 pandemic. 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. Our office is closed to in-person visits at this time. 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:
News
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 […]
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. […]
Three Tips to Grow Your Impact: Vetting a Nonprofit or Charity
Making an investment in a charity or nonprofit, no matter the size, can feel daunting. There are so many organizations doing worthy work—how can you know where your donation will have the most impact? On top of that, nonprofits and charities occasionally run into the same issues as any other sector—mismanagement, fraud, and poor judgement. […]
How Meaningful Donations Can Save You Money
After the 2017 Tax Cuts and Jobs Act went into effect in 2018, standard deductions went up—but other deductions also disappeared. As a result, many donors no longer have a tax incentive to be philanthropic, and charities have been hit hard. The changes to deductions are technical, but well worth understanding. In 2018, the standard […]
