Old Mountain Group Wealth Management
Our Passion is Financial Planning. Our Focus is On You.
Our Wealth Managers are passionate about financial planning and helping our clients strive to reach their financial and personal goals. As independent financial professionals, we are able to completely focus on the unique goals, needs, and objectives of each client. We believe that success in today’s markets requires financial strategies that are tailored to suit each client and we specialize in holistic planning that covers all your bases.
We deliver success to our clients by combining comprehensive financial planning; cutting-edge tools; an experienced, passionate team, and a broad array of high-quality investment and insurance products.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
It's important to understand how inflation is reported and how it can affect investments.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
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.
Recent changes in estate tax laws could affect the strategy you have in place.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.