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™.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
It's important to understand the pros and cons when considering a prepaid debit card.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.