Castle Rock Investment Company Our Offices:
The Courtyard at Castle Rock
333 Perry Street, Suite 208
Castle Rock, CO 80104
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Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.
By far, the most common personal financial planning mistake I see is the complete absence of an estate plan. Do you have a will prepared? What about a trust? Have you written advance medical directives or assigned a medical power of attorney? Have you identified beneficiaries? For the average person, the answer is, “No.” The […]