Helping people reduce their taxes, improve their investment earnings, and navigate retirement, since 2004.
Are you an individual or a small business owner looking for a smart comprehensive retirement strategy? Are you thinking about the ideal time to retire? How to transition from group benefits to individual benefits? Do you want to protect your tax qualified retirement savings accounts (IRA’s, 401k/403b etc.) and smoothly transition from accumulation to distribution? Would you like advice about your Defined Benefit plan’s lifetime retirement income options? Do you need information and advice about when and how to sell your business?
Financial services can seem like a foreign language and retirement planning may seem like a financial minefield. What you need is an experienced guide who already knows the language and can help you protect yourself as you transition to retirement. Of course you can do it yourself and experience can be a great teacher if you survive the painful “learning curve” lessons? But is learning a complex financial language and locating potential financial hazards really how you want to spend your early retirement years? Wouldn’t you rather spend your time with your family, friends, hobbies and recreational interests? Why not let us guide you through this process so you can enjoy the transition.
We invite you to a no obligation webinar where we look at your current portfolio, examine risks and identify smart and safe ways for you to reach your goals.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
2260 Saddleback Dr
Laurel, MT 59044
☎ CONTACT
vmullet@cfiemail.com
406-294-8912
Areas where we can help
Retirement
Do you want a smooth well coordinated retirement transition strategy so you only have to retire once?
Let’s talk!
Selling your Business
When it’s time to sell the business and retire do you want your assets to keep working for you or for the IRS?
Let’s talk!
Employee Benefits
Don’t want to train your employees to work for your competitor? Great employee benefits can help you recruit, retain, reward and retire your employees?
Let’s talk!
401k Rollovers
Isn’t it about time to talk about new and improved ways to retire with more safety?
Let’s talk!
Need a Big Tax Deduction?
Is your small business finally profitable but you haven’t been able to save for retirement until now? You may qualify for the largest tax qualified savings program allowed by the IRS. Why not let us check it out and coordinate this for you with your other tax advisors?
Let’s talk!
Estate
Do you want to protect your family and your personal legacy?
Let’s talk!
Insurance
Do you have the right insurance to avoid financial hardship and achieve peace of mind?
Let’s talk!
“May the road rise to meet you,
May the wind be always at your back,
May the sun shine warm on your face,
The rain fall softly on your fields;
And until we meet again,
May God hold you in the palm of his hand.”