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About Mountain Sky Wealth Management

Our approach to financial and retirement planning is to first get to know you and then educate you about how your retirement benefits work. We have a strong belief that each individual and family is unique and a cookie cutter approach just does not work. With 20+ combined years in the financial services industry, we are well equipped to assist in customized financial planning, financial wellness, financial education, and overall retirement preparation. We have spent significant time working with local government employees throughout the state of Texas, non-profits, and private sector employees. We have extensive experience with the pension systems throughout the state of Texas, including TRS, TX ORP, TCDRS, and TMRS. We are also well versed in the complicated rules regarding Social Security and pension benefits. In the private sector, we have several years of experience providing financial planning and financial education for AIG employees, giving us unique expertise on the AIG retirement plan. Securities offered through 𝐆𝐫𝐨𝐯𝐞 𝐏𝐨𝐢𝐧𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥, 𝐋𝐋𝐂, member FINRA/SIPC. Investment Advisory Services offered through 𝐆𝐫𝐨𝐯𝐞 𝐏𝐨𝐢𝐧𝐭 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬, 𝐋𝐋𝐂. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Mountain Sky Wealth Management 𝒊𝒔 𝒏𝒐𝒕 registered as a broker-dealer or investment advisor and is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed.

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