Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome to Castle Rock Private Wealth!

Person jumping from PAST to FUTURE cliffs

Castle Rock Private Wealth is built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial goals.
We are driven to make a difference in the lives of our clients.
We understand: It's your wealth, you earned it. Our goal is to define the purpose of your wealth, and then help you make the smartest decisions for preserving it and growing it towards your goals.
We work in our clients' best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients, and our investing experience make us unique in our industry.

Do something today that your future self will thank you for!

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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