Though we cannot direct the wind, we can adjust our sails so as to profit by it.
This philosophy seems to apply now more than ever. Lately, we have all been looking for ways to adjust and thrive in a changing world. And rather than go it alone, we are looking for support.
I want to help you navigate a sound course to reach your desired destination. I will partner with you to develop a customized financial strategy to achieve your goals within your time horizon and help you stay on course along the way.
As a partner in your financial journey, I will listen and learn about you and your goals to develop a customized research-based strategy to protect and help grow your wealth. And "money" is only one part of the strategy. We are so much more than the size of our bank accounts. Each of us have unique needs surrounding important issues. How do I retire? How do I take care of my aging parents or a disabled child? What can I give back? How do I run a sustainable business? How do I help my children and their children? So many questions without dollar signs. Together, we can partner to utilize resources that have helped generations of Edward Jones clients just like you.
For years, Edward Jones has been helping guide individual and institutional investors through the ebb and flow of change. When we are not with you, we are out in the community supporting efforts to help make the community a better place. We are your friends and neighbors.
For the better part of my life, I have volunteered in my community, advocated for nonprofits and advocated for my clients as an attorney. With great passion, I argued cases big and small from the local level to the U.S. Supreme Court. I look forward to bringing my skills as a fiercely loyal and dedicated advocate to my role as your financial advisor.
Let's navigate the right course for you. Reach out for a simple conversation to see if working together makes sense for you, your family or your business/organization.
My Personal Interests
- Active Lifestyle
- Art & Theater
- Wine Collecting/Enthusiast
Mailing AddressP O Box 2438
Bigfork, MT 59911
Phone NumberTara K Allen at (406) 837-1013
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 02:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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