Wealth Planning

Managing your money and getting the right combination of income and growth at various times in your life is an important work. Our team spends a great deal of time doing research, monitoring, analyzing and rebalancing the client portfolios that we manage personally. There is a great deal of research and input from various industry sources, but at the end of the day, we make the individual security selection, asset allocation and portfolio construction decision in your accounts to assure that your portfolios and goals are well aligned and on course with your risk tolerance, timeframe, required returns, and financial needs. This is where our specialists in tax, asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that strives to meet your need and goals.


Retirement Planning

Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social Security’s assets being consumed and the number of workers that will support it shrinking, we will have to rely more on our personal savings when it’s time to retire.

Today, we have a myriad of options to help each of us prepare for the golden years. Yet, without a specific plan of action, many people find themselves falling short when it is time for them to live off of their life’s work.


Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We offer the following estate planning services:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Re-title assets to reduce or eliminate estate taxes
  • Re-title assets to avoid probate
  • Bi-annual estate planning reviews
  • Long-term care planning to help clients decide how to pay for potentially devastating long-term care bills
  • Legacy Planning in fulfilling last wishes, and in effectively transferring assets, personal possessions, and key values and beliefs
  • Charitable gifts
  • Estate tax considerations
  • Trust considerations


Business Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best work towards your needs.

Most business owners believe that the most integral part of business planning is ensuring the stability of one’s business in case they die or become disabled. But it is more than just that. It is also very important to reward themselves and their key people while they are still living.


Insurance Planning

Your time, talent, and resources are on the line and at risk. It is imperative that your financial and estate plan takes into consideration the risks that you, your family and your business cannot afford to take.

To protect your family, business and assets, the risk to your abilities also must be diversified. The least expensive and most intelligent method is through Insurance. We are experienced in helping those we serve, and protecting what they care about:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Without the proper amount of coverage, a financial or estate plan may fail, leaving you and your family with many unmet dreams and goals. Potentially causing financial devastation!


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The representative(s) associated with this site may discuss and/or transact business with residents of AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, ME, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.

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1455 West Oak St.
Bozeman, MT 59715
P: 406.586.0817
F: 406.587.2710


1400 Prospect Ave.
Helena, MT 59601
P: 406.457.4010
F: 406.587.2710


1821 South Ave West
Missoula, MT 59801
P: 406.541.3788
F: 406.587.2710


501 River Dr. S
Suite 200
Great Falls, MT 59405
P: 406.993.8076


1112 Shiloh Crossings Blvd
Billings, MT 59102
P: 406.839.0354