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Call Us: 406-294-5650

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement


***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.


Financial Planning


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Business
Owners


We design customized benefit plans with an emphasis on affordability, ease of administration & personalized customer service.

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Medicare
& Social Security


We help you wade through the Medicare & Social Security maze.

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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

Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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