Broker Check
From Boats to Brokers Choosing a Mortgage When Do You Need a Will? The New Wild West: Bitcoin

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. 

Helpful Content

Gifting of A Stronger Financial Future

Gifting of A Stronger Financial Future

Here’s a gift idea that can help create a stronger financial future for your child or grandchild.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Big Picture–Yellen Walks Steady Line

Spoiler alert:  interest on excess reserves, forward guidance, and asset buys will remain important.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow