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Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.

The path of a company should be dictated by the voices of the people it serves …

  • Setting a Higher Standard
  • Pursuing Financial Independence
  • Personalized Wealth Management Strategy
  • Knowledge, Experience and Integrity Working For You
  • Comprehensive Portfolio Management

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11-4-19 They did it - Federal Reserve Lowered Interest Rates Last Week

10-28-19 More Money Managers Are Feeling Less Bullish-But The Market Performance Couldn't Tell

10-21-19 Unpacking An Overstuffed Suitcase

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    Don Rich serves as your SmartVestor Pro in the Greater Western Montana region. SmartVestor Pros are selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Not everyone can be a SmartVestor Pro. SmartVestor Pros are vetted investing professionals. We are committed to educating and empowering you!

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      The Other Sure Thing

      The Other Sure Thing

      Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

      Retirement Redefined

      Retirement Redefined

      Around the country, attitudes about retirement are shifting.

      Budget Check Up: Tax Time Is the Right Time

      Budget Check Up: Tax Time Is the Right Time

      Tax preparation may be the perfect time to give the household budget a check-up.


      A House Divided

      By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

      What Is a Roth 401(k)?

      Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

      To Catch a Thief

      Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

      A Brief Guide To Condo Insurance

      Important items to consider when purchasing condo insurance.

      Assess Life Insurance Needs

      How to help determine life insurance needs to provide for your family after you pass away.

      Crowdfunding—Capital for the 21st Century

      Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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      Lifetime of Earnings

      Estimate how much you have the potential to earn during your working years.

      Potential Income from an IRA

      Estimate your monthly and annual income from various IRA types.

      Long-Term-Care Needs

      Determine your potential long-term care needs and how long your current assets might last.

      Historical Inflation

      This calculator shows how inflation over the years has impacted purchasing power.

      What Is the Dividend Yield?

      This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

      Can I Refinance My Mortgage?

      This calculator can help determine whether it makes sense to refinance your mortgage.

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      Keys to Investing for Retirement

      There are some key concepts to understand when investing for retirement

      Retirement Plan Distributions

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

      Your Cash Flow Statement

      A presentation about managing money: using it, saving it, and even getting credit.

      5 Smart Investing Principles

      Principles that can help create a portfolio designed to pursue investment goals.

      Protecting Those Who Matter Most

      The importance of life insurance, how it works, and how much coverage you need.

      Tax Management Strategies

      Learn more about taxes, tax-favored investing, and tax strategies.

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      The Real Cost of a Vacation Home

      What if instead of buying that vacation home, you invested the money?

      Saving for College 101

      Here’s a crash course on saving for college.


      Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

      Should You Ever Retire?

      A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

      Your DNA Test

      If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

      Inflation and Your Portfolio

      Even low inflation rates can pose a threat to investment returns.

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