Wealth Management

Our clients are individuals, small businesses, trusts, non-profits and endowments

Our Mission & Philosophy:

We don't consider ourselves just money managers – We are managers of People's Money

Our mission is to help you navigate the complexity of financial and economic markets so you may live a life of prosperity. Our first responsibility is to assure the integrity of your financial position within the context of your personal and family values. We manage people's wealth to help protect and manage assets to meet current and future client's goals and needs.

At our firm, TTG Financial Services, Inc., it is our job to help you reach your financial goals through comprehensive strategies including; Wealth Management, Retirement Income and Financial Planning, plus specific areas of your concern. We will work together to create customized strategies for you and your family over the course of your lifetimes.

What we deliver is complex calculations and professional advice in the form of a simple, easy to use solutions checklist.

The Process:

Wealth Management & Planning includes:

  • Current Investment Analysis
  • Asset allocation recommendations
  • Portfolios: Capital Preservation, Income, Total Return & Growth
  • Continuous portfolio monitoring
  • Income needs analysis
  • Distribution strategies for monthly or annual income needs
  • Tax planning – Advance and Yearly

A key part of any disciplined investment strategy is developed to achieve your goals. As an independent firm we work for you and we do not have a conflict of interest by being forced to sell propriety products that other brand name firms might.

Our Firm

At TTG Financial Services, Inc. our goal is to provide a full range of financial, tax and insurance services and planning for our clients. We've been operating for over 22 years in Montana and surrounding states.  Having years of experience, we are available to help you with a myriad of different financial and tax planning needs.

We understand that the financial world can be confusing and is ever changing. We recognize that finding the time necessary to complete in-depth plan can be difficult, but we are here to help you through this process by listening to your concerns and dreams. Then helping you create an effective financial plan or any other type of specific goal plan that can help you meet all your needs. We'll work with you on an ongoing basis, developing a relationship that will last throughout all the phases of your life.

Our goal is to help every client improve their quality of life by assisting them to build financial confidence. The knowledge and expertise you have access to, by choosing our firm as your financial services provider, will help you navigate the financial ups and downs in your life as you work towards achieving your goals and a more independent financial future.

We know that you can choose to work with another financial adviser, that's why we strive to provide superior client services. As a client you can expect the representatives of TTG Financial Services, Inc to listen to you and be guided by the values and beliefs that are important to you when developing your financial plan.

Effective and timely communication is critical to us and our business, so the representatives of TTG Financial Services, Inc communicate with our clients on a regular basis. You'll receive quarterly investment statements as well as a courtesy call from our office.

Thanks to providing services to hundreds of clients, TTG Financial Services, Inc is on our way to meeting our goal of becoming one of the premier independent financial planners in Montana.

Our Services and Products:

  • Wealth Management Accounts
  • Comprehensive Financial Planning 
  • Company Retirement Plans (401ks, SIMPLE IRAs, SEP IRAs Defined Benefits)
  • IRAs, Rollover IRAs, ROTH IRAs
  • Mutual Funds – we service over 100 different fund families
  • Stocks, Bonds
  • CDs
  • Municipal Bonds
  • Annuities
  • Life Insurance