Do you have enough money to retire?

If your career is thriving, your family is growing, and your income is substantial

YOUR CLIMB STARTS HERE.

We serve people age 50 and over preparing for retirement. We also help younger families save for big college expenses because they don’t qualify for financial aid due to their high income.

We do this by providing financial advice and wealth management for families getting ready for college, retirement, or both.

Sneak Peak

We help you answer:

Will we have enough to retire? How long will it last?
How to start taking income from my retirement accounts? How much should I take out?
What age should I take social security? What strategies can I use?

How to decrease the rising cost of college, which feels like it’s derailing my retirement plans.

Roland McIntyre, CFP® and Certified College Financial Consultant

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Don't overpay for college because you have a high income or a high net worth

That hurts your lifestyle and legacy. We can cut your college cost and save you money by reviewing your FAFSA, CSS Profile, finding scholarships, grants, and the right investment vehicles.

Make better financial decisions

Private or Public? Are you saving for college in a 529 plan or something else? Our recommendations are built for you and your family.

Retire sooner rather than later

Your retirement will look completely different from your parents. Let’s design a future that makes sure you get the most out of your life.

Get your free College Money Report™

Do you want to make the big decisions on your own? Or would you like us to make sure you and your family are covered?

Is your advisor really spending time on college planning? Are they an expert on the matter?

Is your retirement plan hard to understand? Let's turn those work benefits into something worth your while now and in the future.

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About Mountaintop Wealth:

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to:

Secure Your Retirement: We’ll build a solid retirement plan that won’t be derailed by tuition bills, ensuring you have the freedom to enjoy your life now and in retirement.

Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality education.

Create Cohesion: We’ll simplify your complex financial picture, bringing all your assets and goals into one unified strategy.

It’s about having a clear plan that allows you to achieve your most important goals without compromising your family’s future.

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100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405