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™.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are six flags that may make your tax return prime for an IRS audit.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
How will you weather the ups and downs of the business cycle?