Independent Guide, Trusted Partner

“We will be known forever by the tracks we leave behind.” – Native American Proverb 

The Pooled Employer Plan- Castle Rock PEP

Click HERE for an overview!


Castle Rock Investment Company sponsors a pooled employer plan (PEP) providing small and medium-sized businesses access to an affordable, efficient, and fully outsourced employer retirement plan solution.

Enroll Today!


Investment Lineup

Vanguard Target Date Retirement Funds are the default investment for the plan but you have many other top-rated investments to choose from. To learn more about the investments review the information here.

We Believe…

You always come first. You will always know what you are paying for when you trust us with your finances. No hidden fees. No commissions.

Have you ever thought what you might look like in the future?

Have a little fun and download a Face Aging Tool. I dare you. 😉


How Can We Help?