Mountain Pass Planning is a financial planning firm based in Hopewell Junction, New York, committed to helping individuals and families secure lasting financial well-being. While not a traditional social services agency, the organization contributes to the broader social services landscape by offering financial guidance that supports stability and long-term planning—critical aspects of overall well-being. Their team works closely with clients to develop customized strategies for retirement planning, college savings, investment management, and risk protection. Mountain Pass Planning takes a personalized and educational approach, aiming to empower clients with the financial literacy needed to make informed decisions.

As part of their commitment to client education, they often host workshops and provide resources that focus on financial literacy and responsible money management. Their fiduciary responsibility ensures that all advice is given with the client’s best interests in mind. The firm is particularly focused on building generational wealth and helping clients navigate life’s major financial transitions. Their services may be especially beneficial to those dealing with life changes such as divorce, loss of a loved one, or career shifts. By offering these comprehensive services, Mountain Pass Planning plays a supportive role in the socio-economic health of the communities they serve.

Key Services:

– Retirement planning and income strategies
– Investment management and portfolio design
– College education funding strategies
– Insurance and risk management solutions
– Estate and legacy planning
– Financial planning for life transitions
– Tax-efficient wealth strategies
– Budgeting and debt management guidance