Welcome to Northern Rockies Financial Group
At Northern Rockies Financial Group, Inc., our philosophy revolves around the principle of “protecting dreams and building wealth.”
We assist our clients in increasing the efficiency of their finances; protecting their families, businesses, and legacies; and investing their money in multi-purpose strategies to grow assets with less risk and lower taxes. Our goal is to assist successful people in protecting income, planning retirement and leveraging your legacy for the next generation.
We are committed to providing innovative solutions to protect your financial security. Let us assist you in achieving your long term financial objectives with planning strategies that preserve and grow your wealth.
Northern Rockies Financial Group is dedicated to creating a network of professional associates who are committed to developing an organization in which clients are best served by highly-trained, disciplined associates with integrity and personal stability.
We encourage you to take a few minutes to explore our site and learn more about our people, our process, and the services we provide. If you have any questions, or to schedule an appointment, call 406.728.6699.
We look forward to meeting you.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Life insurance proceeds are generally tax-free. But not in all cases.
How low can you go? We’re not talking about the limbo. We’re referring to sovereign bond rates.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do you know where the idea of “retirement” comes from?
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all your options when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.