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: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
One of the most important steps to become financially sufficient is to set up a realistic budget.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding how a stock works is key to understanding your investments.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A special needs trust helps care for a special needs child when you’re gone.