One Team for All Your Financial Needs
Due to the ongoing concerns and safety precautions with COVID-19, Lamont Financial Group asks you to please make us aware of any recent travelling or illness prior to your appointment.
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.
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 - just let us know!
Newsletters
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.