***Attention Medicare Beneficiaries***
This year's Medicare open enrollment period is October 15th through December 7th. If you're not sure how that affects your health insurance for 2017, call us at (406) 294-5650 to set up an appointment to come see Ronda. Anyone who had New West Medicare Advantage this year will be losing their coverage January 1st & needs to get new insurance. Watch the video below for more details about Open Enrollment. I would appreciate if you would click here to like our Facebook page and help us spread the word.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We design customized benefit plans with an emphasis on affordability, ease of administration & personalized customer service.Learn More
& Social Security
We help you wade through the Medicare & Social Security maze.Learn More
Welcome, I’m Ronda Smith ~ That’s Ronda with no “H”. The “H” stands for hassle & I take the hassle out of your financial advising & insurance needs.
Whether you’re a seasoned investor or just starting out, I would appreciate the opportunity to earn you business. I build clients comprehensive financial plans that include stocks, bonds, mutual funds, REITS & annuities. Your plan will incorporate not only your retirement savings needs but also your insurance needs including health insurance, dental insurance, disability insurance, life insurance & long term care insurance. I can also help wade through the Medicare & Social Security “maze” of options. There is no cost or obligation to have your own customized financial plan so call to today & get started on your road to financial success. our personalized service focuses on your needs, wants, and financial goals and objectives.
We look forward to working with you through all stages of your life.Contact Us
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Planning for the Expected
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five strategies for managing your student debt.
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Lifestyle considerations in creating your retirement portfolio.
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Technology tips to make your next trip even better.
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This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Make your retirement as exciting as your next vacation.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For women, retirement strategy is a long race. It’s helpful to know the route.
$1 million in a diversified portfolio could help finance part of your retirement.