Broker Check

Greg Schmautz, CFP®, Financial Advisor

1210 W. Kent Ave., Suite 201
Missoula, MT 59801

Our Services

We are here to help you pursue your goals.

While developing a customized financial program, we will walk you through a step-by-step financial planning process designed to help make you feel confident in your financial decisions.

Once your goals have been established, we can customize strategies designed to match your vision and objectives. We can help you execute a comprehensive financial program utilizing the following products and services:

  • Financial Planning
  • Investments
  • Retirement Income Strategies
  • Insurance and annuities
  • Developing asset allocation strategies
  • Establishing college savings plans
  • Estate planning
  • Environmental, social, and governance investing

To execute a comprehensive financial plan, we can utilize the following products and services:

  • Personal retirement plans including Traditional IRAs and Roth IRAs
  • Business retirement plans including 401(k)s (pre-tax and Roth), 403(b)s, SEP IRAs and SIMPLE IRAs
  • Education Savings Plans
  • Mutual funds
  • Life insurance
  • Annuities
  • Long Term Care Insurance