Business Owners
& Entrepreneurs
There are some of us who will don't fit the "Employee" mold. You were born to lead. Born to create. Taking the risk of running a business is only mildly scary to you, but definitely worth the reward.
Real Estate
Investors
Do you enjoy the benefits of owning investment property but are growing tired of dealing with tenants, toilets and termites? Passive income and appreciation in value is great. But what is your exit strategy? Do you want to reduce or avoid capital gains taxation?
Technology Professionals
Isn't technology great? You are already comfortable with it. Why not use technology (MS Teams, WebEx, DocuSign, financial planning software, investment management tools) to engage with a wealth manager too?
Ag Professionals
Having money/investments in addition to your ag wealth is a good idea. It gives you liquidity. It can also give a tax deduction and options in the future.
Are you retirement ready?
At Mammoth Financial, we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address our clients’ individual needs and goals, both short and long term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement by contacting us today. Want to learn more or to set up a commitment-free introductory meeting? Click the button below to learn more.