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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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11-25-19 S. Investors May Find Themselves Giving Thanks --- For The Bull Market

11-18-19 The LONGEST BULL MARKET in History

11-11-19 Major United States stock indices finished at historic highs

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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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