
Financial Planning
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – We can help.

Insurance
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Advisory Programs
Gain a professional perspective – and clear direction – for your financial journey with our investment advisory services.

Client Centered
Our business is built on a foundation of thoughtful client relationships.
A values-based approach
Our greatest joy is building lasting relationships with our clients. We see our clients as an extension of our family, and we believe success demands a deep understanding of your cherished dreams and unique needs.
Should You Tap Retirement Savings to Fund College?
The Real Cost of a Vacation Home
Timing Your Retirement
Supporting Local Business In a Crisis

The financial future you want
The products and services to help you get there. Montana Financial Group offers investments, access to insurance and comprehensive financial planning.

Supporting the community
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.

We work with you
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Helpful content
We offer a full library of resources to help boost your financial planning knowledge.

What's My 2023 Tax Bracket?

A Bucket Plan to Go with Your Bucket List
Whatever matters to you, matters to us.
We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.