Castle Rock Financial Planning is a trusted fee-only planning firm located in Mendota Heights, MN. Founded on the principles of transparent and holistic financial planning, they offer a different approach to financial planning and investment management, providing comprehensive services to help clients design and build their ideal financial future.
With a focus on personalized goals, Castle Rock Financial Planning, led by Lauri Salverda, CFA, CFP, AIF, aims to leave clients feeling confident, relaxed, and empowered through individualized financial plans. Their collaborative and strategic partnership ensures short-term planning accelerates long-term progress, investment allocation monitoring is in the client's best interests, retirement goals are achieved, and the best options for estate planning are chosen.
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