WELCOME TO ROCKY MOUNTAIN WEALTH MANAGEMENT, LLC
Rocky Mountain Wealth Management, LLC was founded in 2006 by Cain Kobert, CFP®. Based out of Boulder, Colorado, RMWM has been built on a solid foundation of responsive, excellent client service and in depth financial market knowledge. In 2009, Kent Hansen, CRPC®, joined Rocky Mountain Wealth Management as a Financial Consultant. Success is viewed as bringing our client’s financial goals into alignment with their life goals.
Cain has assembled a team with over 150 years experience in the Financial Services industry. Our entire team is devoted to providing superior wealth management planning for individuals, families, and businesses across the United States, as well as internationally.
Our team is dedicated to ongoing professional education to benefit our clients. As such, Mr. Kobert has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Additionally, Mr. Hansen is certified by the College of Financial Planning as a Chartered Retirement Planning Counselor™.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For many, retirement includes contributing their time and talents to an organization in need.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like the junk in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: right now.
Three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.