OSTB Wealth Strategies

OSTB Wealth Strategies is a trusted insurance broker specializing in customized financial solutions, including life, disability, and long-term care insurance as well as fixed and indexed annuities. The business operates out of Gilbert, Arizona, and focuses on personalized service and expert guidance to help clients navigate their insurance needs. Scott Mounger, the principal, brings more than 45 years of experience in financial services to help protect clients from the effects of dying too soon, living too long, or becoming sick or injured.

Scott Mounger holds several advanced professional designations including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Retirement Income Certified Professional (RICP®). In 2023, he also earned the Certified Insurance Fiduciary (CIF®) designation from The Ethical Edge, Inc., which requires advanced coursework in taxes, retirement planning, and estate planning.

Clients can request a no-cost consultation to review their situation. The firm offers personal, virtual, or phone consultations, and clients can click to schedule a consultation directly on their website to begin the process.

OSTB Wealth Strategies and Scott Mounger explicitly state that they do not render tax, legal, or accounting advice. Additionally, they are not affiliated with or endorsed by the Social Security Administration or any government agency.

During his career, Scott Mounger worked with a pension firm that implemented over 350 pension plans for professionals. This experience contributed to his ability to help clients create and preserve wealth efficiently.

From 2005 to 2010, Scott Mounger was a Manager in the Advanced Marketing Strategies department for Prudential Financial. While there, he and Terri Getman created marketing materials for small business planning that won two national awards.

Scott Mounger is a graduate of Minnesota State University Moorhead with a B.S. degree in Education. He continued his education through the American College in King of Prussia, Pennsylvania, where he earned his four professional designations.

Scott Mounger is a 40-year member and officer of the Society of Financial Service Professionals (FSP) and has served on several national FSP task forces. He is also a member of the International Disability Insurance Society (IDIS) and the National Association of Insurance and Financial Advisors (NAIFA).

His comprehensive services include expertise in the use of life, disability, critical illness, and long-term care insurance, as well as annuities. He also helps clients minimize income taxes and find efficient ways to create and preserve wealth.

The firm provides two phone numbers, +1 480 848 5558 and (763) 248-2661, as well as an email address, [email protected], for clients to request consultations or get in touch.

The website features a 'Click To Schedule a Consultation' button and a section for 'Personal | Virtual | Phone Consultations' to accommodate different client preferences. It also includes a clear call to action to request a no-cost consultation.

The goal is to help clients navigate their insurance needs to achieve financial security and peace of mind. The firm focuses on solving problems related to protecting families and businesses from the effects of premature death, longevity, or illness and injury.

OSTB Wealth Strategies is located at Gilbert, AZ, Gilbert, Arizona.

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