Melonie J. Beeler, Investment Advisor Representative Voya Financial Advisors

CONNECT

Address:

208 South Merrill
Glendive, MT 59330

Phone:

(406) 377-5631

Fax/Other:

(406) 377-8546

Our Firm

Our goal is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

 

Retirement

Investments

Insurance

 

Advisory Services

Financial Planning

Estate Planning

Investment Education

 

Life Insurance

Health Insurance

Disability Income

Supplemental Insurance

 

401k 457f

403b 457b

SEP IRA Solo K

Simple IRA