Mountain Financial, LLC
Striving to Build Wealth Strategically
5.0
Mountain Financial educates and empowers individuals, families, and business owners to achieve personal, professional, and financial goals through strategic wealth planning.
About
At Mountain Financial, we advocate the truth and positively impact lives by educating and empowering individuals, families, and business owners to work toward their goals. We practice strategies targeting wealth creation, including financial development, income protection, life insurance coverage, estate organization, and college planning, promising transparency, expert design, passion, commitment, and stewardship.
Services
Financial Development
Develops and structures unique financial plans to solve clients' specific problems, covering savings, education funding, investment planning, wealth building, retirement savings, and pension income funding.
Business Planning
Helps business owners retain more revenue and lower opportunity costs through structuring, succession planning, operating agreements, buy/sell agreements, key person insurance, employee benefits, retirement plans, and owner compensation strategies.
Estate Organization
Guides clients and their families to ensure proper estate distribution, beneficiary arrangements, survivor benefits, tax considerations, and personal estate organization.
College Planning
Teaches families to outthink traditional college strategies, focusing on school selection, financial aid application, awards analysis, aid maximization, asset preservation, and college funding service center payments.
Income Protection
Designs ways to protect clients from hypothetical worst-case scenarios, including disability income insurance, business overhead expense protection, key person replacement, mortgage disability coverage, spouse/partner disability coverage, long-term care insurance, and critical illness protection.
Life Insurance
Offers individual life insurance, insurance for spouses/partners, business life insurance, and insurance for children, covering all types of life insurance, advice, review, and recommendations.
Credentials & Certifications
Reviews
