BUSINESS OWNERS: Save Time and Money with a Hassle-Free Retirement Plan!
Does This Sound Like You?
Your Stage of Business Growth
You’ve been in business for multiple years and have added some employees. You’ve explored various retirement plan options, but they’ve been either too cost prohibitive or you didn’t want to devote the time and resources needed to perform the administration that’s asked of you.
OR
You’re sick and tired of your current retirement plan being a distraction to your business growth because of the time to manage it and/or the costs to run it.
Your Situation
You have a desire to maximize personal retirement benefits for yourself as well as give your employees an opportunity to set aside for their futures AND you meet one (or more!) of the following:
- You want to offer an employee match
- You’re OK with someone else doing the busy work for you
- You want to opt out of your state-mandated retirement plan
Did we just read your mind?
Allow us a brief introduction...
Hello!
Established in 2006, Castle Rock Investment Company is a
woman-owned firm led by founder Michele Suriano, AIF®. Based in Castle Rock,
Colorado, we provide qualified plans nationwide. Lead financial adviser, Ryan McCarty, CFP®, operates from Chicago, Illinois.
Together, we offer top-notch investment management, personalized education, and
financial planning to our clients.
Our Pooled Employer Plan (PEP) division was established to deliver quality retirement options to as many employers as possible. Castle Rock PEP enables us to provide unparalleled service on a massive scale, surpassing traditional plans like the 401(k).
Michele has advised Plan Sponsor of the Year finalists (2013 and 2017) and participated in regional and national conferences on qualified plans. She also serves on the Investment Committee for Disability Law Colorado, a nonprofit organization protecting the rights of people with disabilities and the elderly.
With nearly a decade of experience, Ryan McCarty has worked in various capacities in the financial planning industry, emphasizing the importance of personal values in financial decisions. As a Certified Financial Planner™, Ryan is eager to discuss financial matters impacting your business, personal life, and employees.
You probably don’t want all the details, but you can grab our brochure just in case…
