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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
To choose a plan, it’s important to ask yourself four key questions.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are things about Social Security that might surprise you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A quick look at how federal income taxes work.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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 a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.