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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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Services

Customized Wealth and Investment Management Services

When it comes to financial planning and investments, it’s important to know that your planner or advisor has no outside conflicts or incentives. Your plan should be based on what’s best for you and those you care about. We enjoy helping clients answer questions about what fits in their financial landscape. We have the ability to explain the options so that you can make informed decisions. Below is a listing of our services which we will tailor to fit your specific needs and goals; click on the name of the service for more information.

Financial Planning >

  • Cash Flow Planning
  • Risk Management
  • Tax Planning
  • College Planning
  • Retirement Planning
  • Estate Planning

Investment Management >

  • Risk Analysis
  • Market Evaluation
  • Individual Investment Evaluation

Why should you choose Castle Rock Financial Planning? Find out here.

Recent Posts

  • How do you value a bond? January 7, 2021
  • 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
  • Castle Rock Named One of the 2020 “Top 16 Financial Advisors in Saint Paul” by Expertise June 2, 2020
  • Three Tips to Grow Your Impact: Vetting a Nonprofit or Charity December 1, 2019
  • How Meaningful Donations Can Save You Money October 4, 2019
  • Castle Rock Named one of St. Paul’s Top 15 Financial Advisors by Expertise August 15, 2019
  • The Greatest Gift to Leave Your Children & Free End of Life Checklist July 5, 2019
  • Financial Literacy Month March 13, 2019

Blog Categories

  • Blog Posts
  • Financial Planning
  • Industry News
  • Investment Management
  • Lauri Salverda, CFA, CFP®, AIF®
  • Philanthropy

Contact Information

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

Recent Blog Posts

  • How do you value a bond? January 7, 2021
  • 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

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