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.
Should you choose to visit our office in person, staff will wear a mask upon request. Masks are not required, but should you wish to wear a mask, you may bring your own 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:
News
Are ETFs Truly the Best Way to Invest?
There has been a lot of talk recently about how it is best for individual investors to invest in Exchange Traded Funds (ETFs) vs. Mutual Funds. Although some of the rationale is strong, you need to know in what you are actually investing. Let’s start with the basics. What is an ETF? Exchange Traded Funds […]
Castle Rock named one of Top Financial Advisors in St. Paul by Expertise for Third Year Running
Thanks to review specialist Expertise for ranking Castle Rock as one of the Best Financial Advisors in St. Paul for the third year in a row! Expertise reviewed more than 80 financial advisors serving the St. Paul area, rating across more than 25 variables to determine the best local experts. Castle Rock is thrilled to […]
Making Summer Jobs More Lucrative for Your Children and Young Adults
I have been thinking about the long-term impact of high school and college kids finding work during the summer. One thing I think we can do as adults to encourage young adults to work is educate them about how a job is a form of investing in themselves and their future. Start with talking about […]
What is all the talk about NFTs?
Digital currency like Bitcoin has been around since 2009 and has widened our understanding of what currency looks like. Now there’s a new currency making waves: NFTs. What is an NFT? We’re all at least somewhat familiar with Bitcoin by now: it’s a digital currency, with balances kept on a public ledger and created through […]
