About Brian
& Iron Mountain Financial Planning
Through my experience working with a diverse range of clients, I’ve learned invaluable lessons over the years. I’ve discovered that I provide the most value to those who are preparing for, transitioning into, and embracing their best version of retirement. My retirement planning approach allows me to gain a deep understanding of what matters most to my clients, enabling me to serve as a trusted fiduciary partner throughout their retirement journey.
Brian Shares His Professional Story
My journey from a SD Mines mechanical engineer to a CERTIFIED FINANCIAL PLANNER™ Professional has been quite the adventure. Working in diverse industries, like mining and software consulting, has given me a wide range of skills and perspectives. It’s fascinating how a personal experience, such as assisting my mother with Social Security benefits after my father’s passing, sparked my interest in financial planning.
Transitioning from a commissioned financial adviser to establishing my own fee-only Registered Investment Advisor firm was a reflection of my dedication to providing unbiased, client-centered advice. Being a fiduciary 100% of the time underscores my commitment to prioritizing my clients’ best interests.
The growth of Iron Mountain Financial Planning, LLC, since its founding in 2017, demonstrates my ability to earn the trust of clients and deliver valuable services. My belief in serving clients beyond financial matters, allowing them to focus on what truly matters in their lives, reflects my holistic approach to retirement planning.
In essence, my story highlights the significance of personal experiences, integrity, and client-centric values in the field of retirement and financial planning. It’s a testament to the impact individuals can have when they align their professional pursuits with their passion for assisting others.
“We are all called to serve in our own way. My gifts and talents are best used helping clients with the often tedious and emotional work needed to provide confidence in retirement planning.
Having done this work, clients are free to focus on what is truly important in their lives – which really doesn’t have anything to do with money.”
Why Work With Me?
That’s an essential question. While the internet offers a vast array of financial and investment information, the abundance of conflicting views can be overwhelming. More information doesn’t always equate to better decisions; what you truly need is clarity.
I focus on understanding how and when to apply proven strategies to optimize your financial resources for what matters most to you. For my clients, this approach culminates in a comprehensive retirement planning process, empowering them to pursue their most important goals with confidence and freedom.
Professional Designations & Affiliations
Brian Bickett is a CERTIFIED FINANCIAL PLANNER™ Professional – Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brian Bickett is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brian Bickett is a CERTIFIED KINGDOM ADVISOR® (CKA®) – Click to Verify and Learn More
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent ethical, accountable, and a biblical steward.
Brian’s Personal Story
I met my wife, Nicole, when we both happened to return to Gillette, Wyoming, at the same time. We relocated to Rapid City, South Dakota, partly to simplify my weekly travels as a Software Consultant. It didn’t take long for us to realize that the Black Hills was where we wanted to stay, and we made it a personal mission to make that happen.
Our family grew with the addition of our two children, Ellie and Jackson, who help fill our days. Outside of my work at Iron Mountain Financial Planning, LLC, you’ll find me spending time with my family, enjoying dirt bikes with the kids, camping, hunting, or serving at my church.
What We Can Help You With
Financial Planning and Priority Setting
Social Security Timing Strategy
Efficient Tax and Estate Planning
Employer Benefit and Retirement Plan Reviews
Retirement and Life Planning
Insurance Optimization Reviews
Investment and Risk Management
Real Estate and Budget Support
Iron Mountain Financial Planning & Charles Schwab
Where do you invest my money?
We partner with Charles Schwab & Co., Inc., a publicly traded company with more than 50 years of putting clients first. All of our clients accounts are held with Charles Schwab. So that means they hold your money and investments, produce your account statements, and tax forms every year. They also provide us access to some of the most effective investment analysts, a dedicated cyber security and technology support team, and all the important oversight and compliance we need in an incredibly regulated industry. All while maintaining the personal, one client at a time approach, best offered through an independent firm.