One Team for All Your Financial Needs
Lamont Financial Group is here to help you make wise financial decisions and make your dream retirement a reality!
What we offer is more than just investment advice; we focus on all parts of a person's financial life. We work with individuals, families, and small business owners to create comprehensive plans that encompass all financial needs – from traditional investments to alternatives and insurance.
We look at all of our clients individually and take into consideration their goals, dreams, level of comfort, and experience when making recommendations. We understand that financial planning is a complex and sometimes confusing process, but we don't want anyone to miss out on financial opportunities because of that. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and managing wealth. By helping our clients acquire the information needed to pursue their financial objectives, we strive to create long and trusted relationships.
That is what sets Lamont Financial Group apart from the rest and makes us One Team for All Your Financial Needs.
We offer Wellmark Blue Cross/Blue Shield Health Insurance and Medicare Supplement Insurance. Call us to set up an appointment to learn more or click here to get a quote and/or apply online!
We are conveniently located inside of the Clear Lake Bank & Trust West location in Mason City. We are more than willing to schedule a meeting at the bank's other locations in Downtown Mason City, Clear Lake or Garner, and are even willing to make house calls - just let us know!
Newsletters
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.