Keep More of Your Hard Earned Money
Tired of feeling like unnecessary taxes and financial choices are chipping away at your retirement dreams?? We simplify retirement planning by lowering your tax burden, maximizing your income, and aligning your investments with your lifestyle goals. Let’s design a retirement that works for you. Book A FREE Learn More CallThe Iron Mountain Difference
Focus on What Matters Most
We help people over 50 take control of their finances with strategies to cut taxes, optimize investments, and create a sustainable income in retirement.
Because your financial plan should make life simpler—not more complicated.
Transparency & Trust in Retirement Planning
Fee-Only Planning, Aligned with Your Needs
We’re paid solely by you, not by selling products. This keeps our focus squarely on what’s right for you, your goals, and your peace of mind as you approach retirement.
A Fiduciary Commitment
As fiduciaries, we’re bound to act in your best interest every step of the way. You deserve a financial partner who puts your goals first—every time.
Ask Yourself
Are you looking for transparency in your financial relationship? Do you feel confident in how your advisor is compensated? If these questions resonate, a fee-only, fiduciary advisor may be the right fit for you.
Download Your Ready-for-Retirement Guide
Prepare for a Joyful Retirement with Confidence
This free, 12-page guide is your all-in-one tool for a smoother transition into retirement. Packed with worksheets, checklists, and inventories, it helps you organize essential documents and think through what really matters, so you’re ready to enjoy every moment.
Retirement Planning Services Tailored to You
Guiding Your Retirement, Every Step of the Way
Whether you’re preparing for retirement or recently retired, we offer comprehensive planning and advice to help you navigate every aspect of your finances. Our services handle the details so you can focus on enjoying retirement to the fullest.
Retirement Planning
Social Security Timing
Tax Planning
Medicare Options
Retirement Income
Investment Management
Retirement Planning Case Studies
Building a Retirement Plan That Fits Two Different Dreams
Case Study #1
Steve and Sara have both saved diligently through their 401(k)s and Roth IRAs, while Sara also has a pension and an inherited IRA.
As they talk more seriously about retirement, they’ve discovered they each have unique ideas about what it should look like. They share concerns about Social Security and want to be sure their nest egg can support them.
By working together on a retirement plan that addresses Social Security timing, account coordination, and spending goals, they’re moving closer to a retirement that fits both their dreams.
Securing A Plan After Retirement
Case Study #2
Mark and Linda recently retired after successful careers, excited to start their next chapter. But as they look ahead, they want more than just financial peace of mind—they want confidence that their money will last.
They’re focused on three priorities: lowering taxes, strengthening investments, and building a steady income stream.
By working with a fee-only financial advisor, they’re ready to create a plan that lets them focus on their retirement goals without the worry of running out of money.
Journey to Financial Independence After Loss
Case Study #3
Susan and Robert were high school sweethearts, and she always imagined he’d be there for the big and small moments of life. Now, as she faces this new chapter without him, Susan is navigating complex financial decisions on her own for the first time.
As she begins to regain her footing, Susan recognizes the importance of having trusted guidance to help her understand her financial options and chart a course that supports her goals.
With her focus on a flexible plan and working with an advisor to simplify her decisions, she is determined to create a path forward that offers peace of mind for her future.
Meet Brian Bickett, CFP®
As a CERTIFIED FINANCIAL PLANNERTM, Brian Bickett brings both precision and purpose to his work. Based in the Black Hills of South Dakota, Brian lives with his wife, Nicole, and their children, Ellie and Jackson. With a background in engineering, he’s no stranger to complex numbers and meticulous details. But what truly drives him is his commitment to serving others and helping them achieve financial peace.
Outside of Iron Mountain Financial Planning, you’ll likely find Brian enjoying the outdoors with his family, riding his motorcycle, camping, hunting, or volunteering at his church.
