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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

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

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

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.

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Surprises

Making the most of surprises is a great reason to work with us.

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