We best serve families preparing for retirement who make $150k plus a year or who have an amount of money that doesn’t qualify them for most financial aid for their children’s college expenses.

Our financial advisory firm provides holistic financial planning services that plans for retirement, decreases your college cost with financial opportunities that most families think they can’t access.

If you want your kids to go to high quality schools and protect your retirement accounts…

YOUR CLIMB STARTS HERE.

You’ve worked hard to reach this level of success. Your career is thriving, your family is growing, and your income is substantial. But you’ve discovered a new challenge:

Paying for college.

Here is a sample of how we can help your family.

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Who do we help?

You’re told you make too much for college financial aid, leaving you to shoulder the full cost of your kids college expenses.

The rising cost of tuition feels like it’s derailing your retirement plans.

You’re juggling competing financial goals—from buying a bigger home to saving for a secure future—and you need a unified strategy.

Your financial life is getting more complex, and you’re worried about missing opportunities or making costly mistakes.

CLICK HERE FOR OUR SERVICE OPTIONS

Don't overpay for college because you have a high income or a high net worth

That hurts your lifestyle and legacy. We can cut your college cost and save you money by reviewing your FAFSA, CSS Profile, finding scholarships, grants, and the right investment vehicles.

Make better financial decisions

Private or Public? Are you saving for college in a 529 plan or something else? Our recommendations are built for you and your family.

Retire sooner rather than later

Your retirement will look completely different from your parents. Let’s design a future that makes sure you get the most out of your life.

Do you want to make the big decisions on your own? Or would you like us to make sure you and your family are covered?

Is your advisor really spending time on college planning? Are they an expert on the matter?

Is your retirement plan hard to understand? Let's turn those work benefits into something worth your while now and in the future.

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About Mountaintop Wealth:

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to:

Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality education.

Secure Your Retirement: We’ll build a solid retirement plan that won’t be derailed by tuition bills, ensuring you have the freedom to enjoy your life now and in retirement.

Create Cohesion: We’ll simplify your complex financial picture, bringing all your assets and goals into one unified strategy.

It’s about having a clear plan that allows you to achieve your most important goals without compromising your family’s future.

Roland McIntyre, CFP® and Certified College Financial Consultant

ABOUT US

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(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405