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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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  • ESTATE PLANNING

Estate Planning

By choosing Castle Rock to assist with your estate planning, you can be confident that every detail will be addressed so your exact wishes can be carried out. We work with your attorney to update your beneficiaries on all accounts. We advise you on trusts or gifting strategies that may ease the tax burden on your loved ones.

During this planning process, we help facilitate conversations between you and those who will play an important role in carrying out your legacy. We make these conversations as easy as possible to help guarantee that your wishes are understood.

Our estate planning process prioritizes transparency. Because you should have confidence that your wishes will be met, we provide clients access to their estate plan information through our Stashboard, an online financial management tool that lays out all your financial details. With Castle Rock’s commitment to clarity, you never have to wonder about your estate plan.

Contact us today

Contact us today to learn more about how Castle Rock can help provide peace of mind about your estate.

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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