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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The uncertainties we face in retirement can erode our sense of confidence.
It sounds simple, but paying yourself first can really pay off.
This worksheet can help you estimate the costs of a four-year college program.
Gaining a better understanding of municipal bonds makes more sense than ever.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are things about Social Security that might surprise you.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.