Legacy Planning

<span style=font-size: 16px;>Your legacy is more than just your investment
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Your legacy is more than just your investment accounts. We can help with not only passing the most money to your heirs, but also preserving those things that are more important than money.

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Iron Mountain Financial, Nick Naseman, 719-623-7433, Colorado Springs, CO 80970 Helping investors transition from working to retirement by designing and implementing tax-efficient withdrawal strategies.