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. Success is viewed as bringing our client’s financial goals into alignment with their life goals.
Cain has assembled a team with over 60 years of experience in the Financial Services industry. Our entire team is devoted to providing comprehensive wealth management planning for individuals, families and businesses across the United States. RMWM also has a large presence in Michigan and is currently expanding in the Savannah, GA and Naples, FL regions.
Our team is dedicated to ongoing professional education to benefit our clients. As such, Cain has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
However exciting retiring abroad may sound, it deserves considerable planning.
Even if you’re young and single, you should still consider protecting yourself.
There are ways to improve your physical fitness without denting your fiscal fitness.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The federal government requires deceased individuals to file a final income tax return.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A bucket plan can help you be better prepared for a comfortable retirement.