Boston Mountain Money Management, Inc. Employee Directory
Investment ManagementArkansas, United States0-1 Employees
Our clients are successful professionals and entrepreneurs, typically between the ages of 40 and 65. They are busy with family and career obligations, but bear the responsibility of making financial decisions that can have significant long-term consequences on their family’s needs, goals, and dreams. As such, they seek to understand and evaluate their options, avoid being blindsided by risks and avoid making big mistakes. Perhaps most importantly, they want real advice for real issues to help them visualize and fund their family’s future. They expect their investment, tax & estate planning advisors to create options & flexibility in their plans so they can achieve their goals.