Our Vision

Our Vision

To be the leading resource in assisting our clients pursue financial independence.

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Our Mission

Our Mission

To guide clients in prioritizing and realizing their financial objectives.

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Our Values

Our Values

  • Integrity:  Be professional in all phases of client relationships.
  • Competence:  Continue to further our knowledge and skills to provide our best professional services.
  • Professionalism:  Hold ourselves to the highest level of professionalism to our clients.
  • Ethical:  Always base recommendations on our client’s best interest.
  • Faithful:  Have faith in giving guidance to pursue our client’s desired outcome.
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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

The financial future you want

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

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

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?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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<br/><h2 data-section-id="3" data-box-id="2" data-box-type="title">Financial Planning</h2><br/>


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.

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<br/><h2 data-section-id="3" data-box-id="2" data-box-type="title">Insurance</h2><br/><br/>


Insurance



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

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<br/><h2 data-section-id="3" data-box-id="2" data-box-type="title">Advisory program</h2><br/><br/>


Advisory program



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

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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.

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