Castle Rock is dedicated to making retirement transition easy for you. One of the best ways to do that is to be with you in retirement transition and throughout the different stages of your retirement. We are excited to announce that we will soon offer a Retirement Transition Service to ease the retirement process for individuals, and to provide our clients with the piece of mind that all participants are taken care of.
Because we want you to have a part in how we build this new service, please reach out to me at Katherine@CastleRockInvesting.com with your comments and goals for retirement. We will try to incorporate as much as we can into the best service for you.
Stay tuned as we introduce the details of this program!
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.