Castle Rock Financial Planning, Inc.
We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and investment management services, independent of conflicts of interest.
We build lasting relationships based on trust and a complete understanding of your goals for the future. We ask our clients meaningful questions, listen carefully to your answers and develop specific solutions to meet your individual needs. We meet as needed to evaluate your plan and make adjustments to remain relevant and assist you in reaching your unique goals whatever they may be. Our goal is to create an open and comfortable atmosphere to work through any financial questions that may arise and to make it easy to execute your plan that we’ve created together.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.