Sathish Manju's Contact Details

Sathish Manju's Company Details

Iron Mountain Financial

Colorado Springs, Colorado, United States • 2 Employees
Financial Services

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!