Your Advisor Portal
Authorized Independent Advisor
Your Advisor Portal
Authorized Independent Advisor
Mountain Wealth, LLC
Site Provided by
Mountain Wealth, LLC
Network Member
Site Provided by
Virtual Retirement Planning
& Income Strategy
Welcome to the official client portal for Mountain Wealth, LLC.
As an independent firm partnered with the Smart Annuity Planning network, we provide professional financial guidance to families through remote consultations, bringing clarity and confidence directly to you. Our virtual-first approach ensures you get expert advice on your terms.
Our Shared Commitment
Smart Annuity Planning was founded on a simple mission: to provide consumers with clear, objective information without sales pressure.
Our role is to help you take the action with a personalized plan to get you to your retirement goals.
While Smart Annuity Planning helps you understand your options, we provide the guidance to help you determine exactly how they fit your specific needs.
The Advisor Standard
Smart Annuity Planning doesn't just list advisors.
They carefully match consumers with independent, licensed professionals who fit a strict service code.
As your matched firm, we have committed to prioritizing your questions and understanding your specific goals before ever discussing a product. Our independent status means we work for you, not a specific insurance carrier, ensuring you receive objective guidance tailored to your needs, rather than high-pressure sales tactics.
We Listen First
Retirement decisions deserve thoughtful guidance. We focus on understanding your unique situation and goals before discussing any potential solutions.
Zero Pressure
Our interactions come with no obligation. This process is entirely about helping you make informed decisions, not meeting sales quotas.
Clarity & Confidence
You have questions; we have answers. We will walk through your retirement roadmap clearly and objectively, ensuring you leave with a plan.
Still Have Questions?
We are here to provide clarity, not pressure.
Reach out to our team for a complimentary strategy session.
Helping you achieve financial success with expert guidance and personalized strategies.
Mountain Wealth, LLC
Network Member
Platform and educational content provided by Smart Annuity Planning for informational purposes only. Smart Annuity Planning is not a financial advisor and does not sell products. All personalized recommendations, insurance sales, and professional advice are provided solely by Mountain Wealth, LLC, an independent licensed professional.
© 2026 Mountain Wealth, LLC. All rights reserved.
Mountain Wealth, LLC
Network Member
Platform and educational content provided by Smart Annuity Planning for informational purposes only. Smart Annuity Planning is not a financial advisor and does not sell products. All personalized recommendations, insurance sales, and professional advice are provided solely by Mountain Wealth, LLC, an independent licensed professional.
© 2026 Mountain Wealth, LLC. All rights reserved.