Retirement Income Strategies

​If you are worried about outliving your retirement savings, annuities may be a good solution for your concerns.

​Asset Protection

​If you invest in the stock market, you should understand it involves potential risk of principal. ​There are strategies that can help you protect the value of your investments.

IRAs │ 401k Rollovers

​Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. ​We can help you determine if a 401k or IRA rollover is the right move for you.

​Life Insurance

​Life insurance isn’t for you — it’s for those you leave behind. ​A general rule is that you may want to seek coverage between five and seven times your gross annual income.

Retirement Planning

​Fixed / Indexed Annuities
Traditional IRAs
IRAs / Roth IRAs
​Split-Annuity Strategy

IRA Rollover
401(k) / 403(b) Plans
Profit-Sharing Plans
Pension Plans

Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions

Estates │ Trusts

• Living Trusts
• ​Estate Planning
• Avoiding Probate
• Family Limited Partnership
• Charitable Giving
• Charitable Trusts
• Property Ownership
• Federal Estate Tax

Do Second Opinions Matter?  You Bet.

​Shouldn’t You Know if You’re on the Right Track?
Lost Mountain offers a “Second Opinion Service” FREE OF CHARGE.

At your appointment we’ll conduct a holistic review of your financial plan, making sure to include you every step of the way.
In keeping with our philosophy of simplicity, we’ll work toward one of three goals during our review:
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♦   We find that your current plan is doing everything it can for you.

♦   Our review might show minor changes may be in order and that your current
advisors/agents are the right fit to best execute those changes.
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♦   We determine some major adjustments are necessary in order for you to get the most
from your plan and explain how we could be the right team to get you back on track.​

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Contact Us today and set up your "Second Opinion Service" meeting.
The only cost to you is time and the results could be invaluable...

INCOME FOR LIFE

We have helped people just like you design a simple, low-maintenance system that can ... 
​

• Protect your retirement income so it WON'T be affected by a stock market downturn.
• Keep you from running out of income in your old age.
• Set up your income to automatically get bigger over time. 
• Reduce the time you spend managing your finances down to just a few hours a year!
• Allow you to preserve some or all of your life savings balance throughout retirement... ALL AT THE SAME TIME! ​