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Business Spotlight

Rocky Mountain Insurance Advisors

Watch our full interview (or a clip) with the owner, Bob Willig, on how he works to earn your trust.

A suite of tools at your disposal

investment-education

Complimentary Financial Planning Software

Create your own personal account with Castle Rock's link here.

Schedule a One-on-One Meeting

Resources for Your Reference

We have so much to talk about

Everybody has different priorities, so let's discuss what's top of mind for you today.

Credit Basics:
College Planning:
Insurance

Disability Insurance

Protects your income if you’re unable to work due to illness or injury.

  • What it is: Replaces a portion of your paycheck if you can’t work because of medical reasons, either short-term or long-term.
  • Why it matters: Most households depend on regular income—the loss can quickly strain finances. Disability insurance helps pay for essentials like housing, food, and bills while you recover.
  • How much do you need?
    Most people target 60–70% of their gross income.
    • Step 1: List your monthly living expenses.
    • Step 2: Subtract any other dependable sources of income.
    • Step 3: The remainder is the gap you’ll want your policy to cover.
  • Disability Needs Discussion Form
  • Free Calculator:
    NerdWallet Disability Insurance Calculator – Estimate how much income protection you might need.
Retirement Savings:
Tax Considerations:
Estate Planning Basics:
Retiring Soon?
  • What's something new you've always wanted to try but didn't have the time for?
  • What Would Your Younger Self Tell You About Your Best Future Self?
  • What activities or experiences have brought you the most joy—and how can you bring more of that into your life now?
  • How about filling out the "Rating Your Life Values Worksheet"
  • If you could share one piece of wisdom or legacy with the next generation, what would it be?
  • What do you want to be remembered for, and what small steps can you take toward that today?
  • Consider filling out "Legacy Lifeprint" from Kathleen Rehl to share your values, hopes, dreams, memories
    and more with family and friends as your lasting legacy of love.
  • Watch some educational videos about retirement income:

Investment Options and Performance

Click on the link to see the current investment options, performance, and expense ratios.

Investing 101

Curious about what a target date fund means? Want to learn about a glidepath and the distinction between a "to" fund and a "through" fund? Perhaps you're wondering how much you should save and what your target savings rate is according to the National Savings Rate Guidelines. Explore these presentations where I cover all of these topics and provide you with practical advice to help you achieve your retirement goals.

My Future Self

Your Future Self will

Thank You

Does your future self seem like a stranger? Are you willing to make sacrifices for your future self today? Can you imagine what your older self may feel one day? Let's close that gap and take a glimpse of ourselves at 70. Dare to share is coming soon...

Community Challenge

Starting January 1st, 2026

We invite you to test your investment knowledge and compete with your PEP peers in our Community Challenge.

WINNER PRIZE:  Business Spotlight of the firm with the winning employee

(or spotlight of the winning employee if preferred)

How to Win

Earn the most points from this quarter’s challenge by March 31st, 2026.

  • Morningstar Investing Classroom

    5 points for each quiz certificate. If below 60%, reread course for certificate.

  • One-on-One Meeting with Michele

    10 points for one meeting each quarter

  • Access your complimentary financial planning software

    10 points if you create your online account

  • Dare to Share

    10 points if you submit a picture of your current self and your future self at retirement age

Community Concierge

Visit Castle Rock and Make The Climb

Castle Rock 2024 Starlighting!

 

Cattle Drive through Castle Rock
Starlighting 2023 Fireworks
Starlighting 2023 Guests
Keepers of the Rock
Michele Suriano Yoga
2017 Awards Ceremony PLANSPONSOR of the Year with Ian Bird
Mount of the Holy Cross 2013
Starlighting 2021
FallStroll- Small Size
Picture from Castle Rock PEP Rally 10-8-2022_Moment
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