Wealth Management

Mountain Flower Investments & Planning® provides sophisticated investment management strategies designed to help you reach your goals and make a positive impact along the way.  There are a variety of customized solutions available to meet your needs using mutual funds, ETFs, and individual stocks and bonds.

Your accompanying personal financial plan will provide an assessment of your current financial picture and help you prepare for retirement, college, home purchases, debt repayment and other life goals. You'll be able to see your opportunities and risks so you can take action with confidence and optimize your financial picture. 

Pricing Schedule

 

Service Offering

Tax Preparation

Clients also have the option to utilize the knowledgeable CPAs at XY Tax solutions to get professional tax preparation and tax planning solutions. Tax reviews and amendments are also available. The tax solution is virtual and available to clients in every state. 

Starting at $325 for individuals and $900 for businesses

$250/hour for one-off situations and complex needs

Estate Planning

Clients also have the option to utilize the knowledgeable CPAs at XY Tax solutions to get professional tax preparation and tax planning solutions. Tax reviews and amendments are also available. The tax solution is virtual and available to clients in every state. 

Starting at $325 for individuals and $900 for businesses

$250/hour for one-off situations and complex needs