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Castle Rock
A Trusted, Fiduciary 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.

About Us

A Different
Approach

Why Choose Us

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.

DESIGN AND BUILD
YOUR IDEAL FINANCIAL FUTURE

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.

Retirement Planning

Helping you reach your goals for retirement and beyond.

Investment Management

Investment allocation/monitoring for your best interests.

Estate Planning

Choose the best options for you and your loved ones.

Our Services

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