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™.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How to help determine life insurance needs to provide for your family after you pass away.
Don't let procrastination keep you from pursuing your financial dreams and goals.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
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
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.