We invite you to join us as we partner together for positive impact to improve the well-being of our clients and ourselves; and together, we better the well-being of those around us, our community and society.
As we get to know each other in a potential client/advisor relationship, it is important to understand your underlying desires as they pertain to your family, purpose, health and finances. The intertwining of these influential aspects generally shapes one's overall quality of life and how one would define well-being.
Many families struggle with defining the role money plays in their life. What role does it play in yours? Have you saved money for it to allow you to buy or experience nice things? Does it give you the freedom to live how you would like? Does it provide the security for when life throws unexpected events your way? For most of us, the role of money is to provide security, freedom and peace of mind throughout our lives and of those we love, which can cultivate a deep sense of contentment and a state of well-being.
How families choose to prioritize these various aspects in their lives will never be the same; thusly, no one family's plan on how they would accomplish their version of "well-being" will be the same either. It is vital to first understand and articulate what it is you are trying to accomplish in your life and the impact you hope to have on those around you. Then, together, we will define money's role in your life, create a strategy and position your portfolios to both plan for the life you are hoping to create and prepare for life's unexpected events.
Choosing to hire or switch financial advisors can be a stressful process. You deserve to hear an objective opinion from a friend you can trust. We are hoping you'll know us to be that friend.
Thank you for taking the time to explore a potential relationship with our team.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
- Special Needs Financial Considerations
My Personal Interests
Office Address1701 Brooks St
Missoula, MT 59801 opens in a new window
Phone NumberDavid Rosulek at (406) 728-5669
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