OSTB Wealth Strategies provides financial, retirement, and insurance planning through financial professional Scott Mounger, who brings more than 45 years of industry experience. The firm serves professionals, business owners, individuals, and families, with a particular focus on doctors, surgeons, veterinarians, and people approaching or already in retirement. Its services include business continuation, estate and retirement planning, and strategies to help clients protect income, preserve wealth, and address financial risks associated with death, illness, injury, or a long life.

Insurance expertise includes life, disability, critical illness, and long-term care coverage, as well as annuities. Scott’s earlier experience includes work with the Mutual Association for Professional Services and a pension firm that implemented more than 350 plans for professionals. OSTB Wealth Strategies offers personalized consultations in person, virtually, or by phone, along with complimentary videos and eBooks and retirement resources.

Interested clients can schedule a meeting or request a no-cost consultation. The firm notes that its services do not include tax, legal, or accounting advice and that it is not affiliated with government agencies