***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, & 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
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Read this overview to learn how financial advisors are compensated.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
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It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know these three personal finance sayings?