Roland McIntyre (CFP®, ChFC®, MBA)
Roland McIntyre focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Federal Employees
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- AUM
- College/Education Planning
- Federal Employees
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
Mountaintop Wealth, LLC, offers a comprehensive range of services to help you reach your financial goals: Retirement Planning: Develop a personalized roadmap to financial security in retirement, taking into account your income, expenses, and desired lifestyle. Investment Management: Design a diversified portfolio that aligns with your risk tolerance and retirement time horizon. Estate Planning: Ensure your assets are distributed according to your wishes and minimize tax burdens for your loved ones. Tax Strategies: Optimize your tax situation to maximize your wealth and minimize your liabilities. Debt Management: Develop a plan to pay off debt and avoid financial stress in retirement. Social Security and Medicare Planning: Navigate the complexities of these government programs to maximize your benefits.NAPFA Start Date
May 25, 2022
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.