While “Retirement Security with Simplicity and Ease,” is Castle Rock Investment Company’s tagline. nothing is actually easy or simple about figuring out retirement plans. To give an example, we are in the trenches this week – up to our ears in work.

Our team works tirelessly because we care about our clients’ employees’retirement accounts that they have worked a lifetime to save. We admire institutions that find the best way to organize their plans and we love what we do becausewe believe thatfinancial futuresshould not be dependent on the rats and super-rats of finance.

We work very hard to make retirement simple and easy. So, from the bottom of a heap of binders, sticky notes, and pages – thank you for the opportunity to work for you. If there’s anything we can do to make planning easier, please let us know.


Katherine Brown completed a Master’s degree in Global Finance, Trade, and Economic Integration from the University of Denver. She can be reached at Katherine@castlerockinvesting.com.