Mount Financial Freedom offers financial planning services covering cash flow, debt management, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment management services, including portfolio supervision and educational workshops. The firm works with individuals, high net worth individuals, and small business owners, customizing financial plans to their unique situations and goals.
Fee Structure
Mount Financial Freedom does not directly state their investment management fees. They offer ongoing financial advisement services for a flat monthly fee of $300, which includes managing and reviewing your investments, teaching you how to track your finances, and providing quarterly reviews and a year-end refresh of your financial plan.