Do you want clarity on your financial future?
YOUR CLIMB STARTS HERE.
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Reclaim Your Wealth
When you stop overpaying the IRS, the university, and Wall Street, your financial future will begin changing.
By reclaiming that capital, you gain the freedom to retire sooner rather than later.
You get to explore new countries, give generously to the causes and ministries you care about, dine out without worrying about the bill, discover new passions, and live the uncompromised life you deserve.
Now that’s a real Mountaintop.
This is a fiduciary financial planning firm that doesn’t accept commissions or kickbacks from the financial industry.
Roland McIntyre is a Certified Financial Planner® professional and Certified Financial College Consultant
Get clarity on your money, your freedom and your timeline.
If you are like the retirees, business owners, and corporate leaders I work with, you are looking for answers that save you time and money.
“When can I actually step away and retire with total peace of mind?”
“How much can we safely spend every month enjoying the lifestyle we’ve built?”
“Can we take that dream vacation?”
“How can I pay less in taxes?”
- Tax increases on 401(k) s & IRAs: Eliminating or reducing surprise tax bills through targeted distributions and Roth conversion strategies.
- Surprise IRMAA Surcharges: Protecting your retirement cash flow from stealth Medicare premium penalties.
- Inefficient College Funding: Reducing out-of-pocket costs when facing six-figure tuition bills or student loans.
- Inflated IRS Tax Bills: Shifting from reactive tax filing to proactive tax planning for stock options, bonuses, pensions, and annuities.
- Wall Street Fees: Stripping away overpriced mutual funds, high fund expenses, and unnecessary portfolio turnover that increases costs.
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