Our Values

Montana Values


Principles of Conduct

Our priority is serving our clients well and throughout their lifetime.  We don’t expect to provide a service or product for just one day.

We build relationships with people and their families, facilitate their current situation and prepare them for their future financial health.


We expect to be the best. Continuing education, analysis of regulation and advocacy for our clients is paramount to our business’ success.


Hard Work

In a changing society where people often expect they are entitled to things, we still hold the value that hard work, accuracy to details and quality of service builds trust and relationships.



For 4 generations we’ve been serving our clients.

Our family is important to us and we understand that protecting and planning for

our clients’ families is important to them.


Community Values

We serve our community by volunteering and providing resources to

community service organizations.