Iron Mountain Financial
Financial Services - Colorado Springs, Colorado, United States
Iron Mountain Financial Employees
Iron Mountain Financial Details
Iron Mountain Financial is an independent, fiduciary, professional financial firm focusing on designing and implementing retirement income plans for retirees and pre-retirees.This statement is the core of my company. Below I broke down what exactly I mean by the statements above, transparency is everything when it comes to a financial partnership.Independent: To be able to offer the best solutions available and not be limited to a single company's products.Fiduciary: To always put the client's interest ahead of mine and to be recognized as accepting that legal and ethical responsibility.Professional Financial Firm: Focused on solving problems, not making a sale. Taking into account not only investments, but also insurance needs. Referring to trusted tax and estate planning strategic partners when needed to design a comprehensive plan.Focusing on designing and implementing: Emphasizing research-backed approaches, developing tax efficient withdrawal strategies to help retirees make the most of their accumulated assets. For retirees and pre-retirees: The main reason people invest is for retirement. Developing a a plan early in the working years will increase the chances of success when investors shift from accumulation to withdrawing income. Pre-retirees normally include those within five years of retirement. However, in this case, it can mean anyone during their working years. It's never too early to plan for a great retirement!
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