Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 406-542-7718 Home About Disability Client Center Resources Tools Contact Rocky Mountain Financial, LLC. Clients Come First LEARN MORE Our Process We create strategies that are tailored to your needs and goals. LEARN MORE Our History Years of experience have prepared us to guide you through your life transitions. LEARN MORE Our Values Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. LEARN MORE Understanding Today's Financial Environment Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. As we said earlier, at Rocky Mountain Financial, clients come first! LEARN MORE Your Financial Future Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. LEARN MORE "Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort." Robert Fogel Have a Question Name Email Message Contact Rocky Mountain Financial LLC Office: 406-542-7718 Fax: 406-542-8614 1800 South Reserve Street Suite B Missoula, MT 59801 chuckb@rockymtnfin.org Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. Securities and investment advisory services offered through FSC Securities Corporation [FSC], a registered broker-dealer and Member FINRA and SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC No offers may be made or accepted from any resident outside the states where a financial advisor is licensed. Please contact the office for details.