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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It's important to understand how inflation is reported and how it can affect investments.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Good employee health can be great for the company’s bottom line.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.