Schedule An Introductory Call
An Introductory Call is a one-on-on session with Certified Financial Planner, Brian Bickett. The purpose of this meeting is to find out if we are a right match. I’ll answer your questions, we’ll go over what Fee-Only means, and I hope to give you some insight from a third party on your financial health. It generally lasts 30 minutes and is completely free.
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Iron Mountain Financial Planning LLC (“IMFP”) is a registered investment adviser offering advisory services in the States of South Dakota and Wyoming and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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