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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A quick look at how federal income taxes work.
The uncertainties we face in retirement can erode our sense of confidence.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.