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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.