Comprehensive Wealth Management

At Mountain Financial, we specialize in the following:


Financial Development

Financial Development is a process that marks improvement in quantity, quality, and efficiency of financial intermediary services. This process involves the interaction of many activities and institutions and possibly is associated with economic growth. At Mountain Financial, we develop and structure one of a kind financial plans to solve client’s unique problems. Ask how we can help you with:

  • Savings and accumulation
  • Education funding for children
  • Investment planning
  • Building personal wealth
  • Saving for retirement
  • Pension income funding

Business Planning

At Mountain Financial, we show business owners how to keep more revenue and lower opportunity cost through structuring & financial efficiencies.  Ask how we can help you with:

  • Structuring
  • Succession planning
  • Operating agreements
  • Buy/sell agreements
  • Key man insurance
  • Employee Benefits
  • Retirement plans
  • Owner compensation
  • Owner benefit plan
  • Captive leasing
  • Equipment financing

Estate Organization

You can’t take it with you!  At Mountain Financial, we provide guidance to our clients and their families to ensure that what they want to happen, happens. Ask how we can help you with:

  • Beneficiary arrangements
  • Survivor benefits
  • Planning my estate
  • Tax considerations
  • Estate distribution
  • Personal estate organization

College Planning

The rise in the cost of college in recent years is astounding. Everyone knows that it is more important than ever to save for that expense in order to avoid taking on exorbitant loans. What most people don’t know, however, is that simply saving isn’t enough. At Mountain Financial, we teach families to outthink traditional college strategies. It isn’t just THAT you save, it’s HOW you save that makes all the difference. Ask how we can help you with:

  • School Selection
  • Financial Aid Application
  • Awards Analysis & Appeals
  • Aid Maximization
  • Asset Preservation Strategies
  • College Funding Service Center Payment

Income Protection

At Mountain Financial, we uncover clients’ concerns and hypothetical worst case scenarios then design ways to  protect them. Ask how we can help you with:

  • Disability income insurance
  • Business overhead expense
  • Disability buy-out
  • Key person replacement
  • Mortgage disability coverage
  • Spouse/partner disability coverage
  • Long-term care insurance
  • Long term-care for my spouse/partner
  • Critical illness protection

Life Insurance

Although many of our clients already have or don’t need life insurance, they often want it as part of the overall plan…because it’s smart. Ask how we can help you with:

  • Individual life insurance
  • Insurance for my spouse/partner
  • Business life insurance
  • Insurance for my children
  • We do it all…all types of life insurance, advice, review, and recommendations!