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Life, Fueled by Abundance
 

Mountain Flower Investments & Planning offers investment management with a financial planning focus to help individuals, families, and small business owners optimize their resources to help achieve their personal goals. 

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In addition to investment management, some common planning topics include:​

Company Stock

Roth Conversion Planning

Optimizing Employee Benefits

Spending and Savings Strategies​

Small Business Owner Considerations​

Assessing Insurance Needs

Diversification Strategies

Retirement Strategies

Tax Efficiency

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​As a fiduciary advisory firm, I have an ethical commitment and legal responsibility to put clients' interests first. As a fee only advisory firm, there are no hidden fees, commissions, or financial product sales. As an independent advisory firm, there is an opportunity to find the best solutions every time, without bias.

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All of this translates to getting solid advice that you can trust and rely on.

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As the founder and sole soul at the firm, you'll have direct access to me. I'll respond to every email and attend every meeting. I'll get to know you and your personal situation to be able to offer the best advice for you.​

​I have the knowledge and resources to deliver in depth financial planning and wealth management strategies, with a woman's touch.

Through a virtual presence, I'm able to assist U.S. clients living in any location.

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