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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

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Focus Areas

  • Retirement Income Planning
  • Business Continuation
  • Life Insurance
  • Annuities
  • Disability Insurance

Contact Us

  • Address: 1739 E. Loma Vista Street Gilbert, AZ 85295

  • Phone: Cell: (763) 248-2661

  • Email: scott@ostbwealth.com

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Disclosure

OSTB Wealth Strategies and Scott Mounger do not provide legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact results. OSTB Wealth Strategies and Scott Mounger cannot guarantee that the information herein is accurate, complete, or timely.  OSTB Wealth Strategies and Scott Mounger make no warranties with regard to such information or result obtained by its use and disclaim any liability arising out of your use or, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

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