Iron Mountain Financial

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 ma