Find a Financial Planner in Castle Rock, CO

 

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We Only Work With The Best Castle Rock Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Castle Rock, CO


  • Financial Advisor Close to Castle Rock, CO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Castle Rock Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Castle Rock area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Castle Rock can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
12.5% of Castle Rock's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Castle Rock area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Castle Rock area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Castle Rock area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Castle Rock area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Colorado has unique laws defining which actions trigger a taxable event and has the 25th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Castle Rock area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Castle Rock area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Castle Rock, CO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Castle Rock, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Castle Rock financial advisors.
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How Retirement-Friendly is Castle Rock, CO?

  • Population: 62,417
  • % of Population 62 Years and Over: 12.5%
  • Average Home Value: $423,300
  • Average Monthly Housing Cost: $1,901
  • Average Household Income: $127,791
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Castle Rock, CO


JACKSON CREEK INVESTMENT ADVISORS LLC

Website

(720) 320-7145

115 Wilcox Street
Suite 220
Castle Rock, CO 80104

SEC#: 801-118808
Years in Business: 1 years

CASTLE ROCK INVESTMENT COMPANY

Website

(303) 725-7086

115 Wilcox Street
Suite 220
Castle Rock, CO 80104

SEC#: 801-80620
Years in Business: 6 years

THREE PEAKS CAPITAL MANAGEMENT, LLC

Website

(303) 221-9480

3750 Dacoro Lane
Suite 100
Castle Rock, CO 80109

SEC#: 801-62196
Years in Business: 18 years