wealth management

planning for retirement

estate planning

customized financial plans

investment analysis

saving for college

personalized financial websites

insurance planning

business retirement plans

 

OUR MISSION

Welcome to Lamont Financial Group.  What we offer is more than just investment advice.  We pride ourselves on doing things differently and being independent allows us that freedom.  The scope of our comprehensive wealth management services is broad and touches upon all parts of a person's financial life.

We provide comprehensive and highly customized financial solutions to a select group of investors who desire to grow, protect, and ultimately transfer their legacy.  Our clients are corporate executives, business owners, farmers, families and individuals who are facing complex financial situations.  Some are experiencing a life transition such as a large inheritance, retirement, the loss of a loved one, or the sale of a business.  For others, the fast pace of their daily lives leaves very little time to tackle the responsibilities that accompany financial success and investment management.  They value working with an independent wealth advisor and entrust us with the task of helping them pursue their long-term financial goals.

We believe that technology should be used to facilitate meaningful interactions, not be the foundation of an advisory relationship.  That means our clients enjoy a highly personalized, technology forward experience with someone who personally knows them and their financial situation.  And our clients can stay engaged with their very own personal financial website we provide.

We are educators at heart with a goal to create clarity from complexity, offering straightforward and personalized advice so that our clients can make informed and confident decisions.  That is what sets Lamont Financial Group apart from the rest and makes us:

One Team for All Your Financial Needs

Secure Online Account Access

Go Digital with LPL Account View and eDelivery

 

 

 

 

 

 

 

 

 

 

 

We also offer Wellmark Blue Cross/Blue Shield Medicare Supplement Insurance.     

PLAN WITH CONFIDENCE

Partner with an experienced, knowledgeable CFP® professional who's committed to putting your best interests first — so you can be confident you're on the path to a secure future.

 

 

We are conveniently located inside of two Clear Lake Bank & Trust locations:

CLB&T West in Mason City, IA

CLB&T in downtown Clear Lake, IA