Castle Rock Wealth Management

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517 2nd St
Kellogg, Idaho 83837

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DOL Readiness

To help address the new Department of Labor (DOL) fiduciary rule, First Allied advisors have access to DOL DynamIQs™—an actionable program for adapting to this transformative issue. DOL DynamIQs offers a clearly defined approach to help prepare for the new rule, from education to implementation. Three distinct phases—Learn, Plan, and Act—walk you through all of the steps you need to help position your practice for future success.

The Department of Labor (DOL) fiduciary rule is changing the way financial advisors conduct business. This package of separate rules that create, amend or revoke existing laws regarding retirement accounts goes into effect in 2017.

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Castle Rock Wealth Management
517 2nd St Kellogg, ID 83837
Phone: (208) 783-5911
Our core values help guide our actions, from the executive management team to the engagement specialists responsible for the resolution of your service requests.