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Call Us: 406-294-5650

 

My Clients

Working with Clients Through The Many Stages of Life

As an independent financial advisor offering comprehensive financial planning strategies and insurance, I work with clients of all ages and backgrounds. My clients range from the first-time worker just starting their investment strategy to the young professional changing jobs and expanding their family to the couple transitioning into retirement. Wherever they are in their life or career, my goal is to provide clients with a strategy that can help them pursue their financial goals.

For young clients building their careers, many are seeking simple investment and retirement strategies that may help them start building their wealth. Others may be changing careers and need advice on how to roll over their 401(k)s. And for clients with families, I can offer advice on life insurance, health insurance, and college planning.

Clients approaching or in retirement are largely concerned with preserving their wealth and making it last. Focusing on mitigating risk and protecting assets, I can help develop strategies for clients to develop consistent income streams, assist with estate planning, and offer guidance on Medicare, the Affordable Care Act, and prescription drug plans.

I also work with sole proprietors and small business owners. Whether they are looking to develop a 401(k) plan, create a succession strategy, or determine an affordable employee package, I can help with the many complexities of running a business.

Wherever clients may be in their lives, I can provide objective advice and honest guidance, working alongside them through the many milestones of life.