Castle Rock: A Trusted, Fee-Only Planning Firm
Throughout her 15 years of experience, Lauri Salverda 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. 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
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 […]
Changes for 2018 Taxes: What You Need to Know
The new tax laws that went into effect at the start of 2018 are making many paychecks a little larger and many people a little happier. The last thing we want, though, is to have this positivity take a turn at the end of the year. One thing many don’t know, or maybe aren’t thinking […]
How to Choose a Financial Planner
The search for a good financial planner should be exactly that: a search. This is a person who is going to get to know a lot about you, so don’t just pick the first one your search engine kicks back. First, take some time to identify between three and five people you want to interview. Before […]
