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| Additional information |
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| Mountaineer Financial Planning, LLC |
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Overview:
Welcome!
If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. As an hourly, Fee-Only financial planning firm, our professional, independent advice is available to all clients who wish to focus on the financial aspects of their life goals, and is not just limited to the affluent.
Because your life, the financial landscape, and market conditions are always changing, the content of our site will be ever changing. Please visit us often to use the Problem Solver calculators, get Stock Quotes and Market Data, visit recommended Web Resource links and read our latest thoughts under the Client Update section.
Our Services
James A. Winter founded Mountaineer Financial Planning, LLC, to help people from all walks of life get the objective financial focus they need to realize their life goals. As an hourly, Fee-Only financial planner, Jim is able to offer professional, independent advice without any inherent conflicts of interest. Clients control their costs and are able to obtain just as little or as much help and advice as they need.
The firm provides:
Personalized Financial Planning
Mountaineer will perform an in-depth review of your financial life including your income, expenses, net worth, debt, investments, insurance, taxes, retirement and college funding and estate planning.
Retirement Planning Strategies
Jim can forecast benefits and costs, evaluate distribution options, and analyze the investments in your current retirement plan considering your risk tolerance and investment horizon.
Investment Planning
We can develop personalized investment plans and asset allocation strategies and educate you about different investments.
Tax Planning and Preparation
Jim can help you maximize your after-tax returns utilizing legitimate opportunities for tax reduction. He can also assist you in preparing your income tax returns.
Cash Flow Spending Plan
If you need help developing a budget, Jim can help you do that. He can also coach you in reducing debt.
College Funding Advice
Jim can calculate costs, analyze different saving opportunities and set realistic goals for your family.
Insurance Planning
We will analyze your need for life, disability and health insurance and make recommendations.
Estate Planning
Mountaineer can help you understand your estate planning needs, discuss your options and, if necessary, recommend legal counsel to complete your documents.
Second Opinions
For “do-it-yourselfers,” we foster peace of mind by offering second opinions on current investments and financial plans.
Financial Seminars & Education
Jim can speak to your company, church or organization to provide advice and information on employee benefits, investment philosophies and other financial matters.
Small Business Financial Advice
Mountaineer can assist you in addressing financial issues that you may face in your small business or professional practice. |
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