To make sure you know what Uncle Sam expects from you, read the Department of Labor’s “Meeting Your Fiduciary Responsibilities” brochure carefully. Reach out if you’re confused about any of the content because we are here to help.
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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.
From the Blog
Family Love Letter Event
Did you know you can gift your Itunes, American Express points, and airline miles to a designated recipient in the event of your death (but only if it’s included in the will!)? Or that if a family member dies you can get refunds on their unused subscription accounts? These are just a couple of the […]