Investment Management & Financial Planning
Pursue Peace of Mind
Our Philosophy
Mark B. Bertoli CFP®/Castle Rock Wealth Management LLC was founded on the principle that relationships matter. Our relationship is with you, our client. As a result, our allegiance is to you, and not to a financial company or investment firm. We are independent advisors and fiduciaries. Companies and investments come and go. Relationships, if they are good ones, last a long time. In our view, a strong relationship is built on meaningful communication and effective strategies which protect your interests.
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Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?