We specialize in serving retirees and pre-retirees.
Managing your finances is similar to building a house. At Big Sky Wealth Advisors, we don’t just manage or build one part of your house – we help design and build every aspect with you. Once the house is built, we work with you to maintain it so your finances can work for you as you live the life you choose.
How We Help
To learn about our five areas of expertise and building blocks of your finances, click on the gray blocks.
Estate Planning
We Specialize In Serving Retirees And Pre-retirees.
This is where we get to help plan out your legacy. Whether it's spending all your money so your last check bounces when you walk out the door (yes, we've really received this request); or providing a legacy to family, friends, charitable organizations, or other entities so your hard work and hard-earned wealth can live on after you are gone.
Risk Management
Risk Management
We focus on educating you about insurance in all its forms and functions. It is another tool, that if used properly, can have an incredibly positive impact on your, and your family’s lives. We evaluate your current insurance and look to fill any gaps while maintaining the highest fiduciary standard in all areas of your finances.
Tax Planning
Tax Planning
You’ve worked hard for your money and we help make sure you keep it. Taxes are the largest hurdle to retaining your wealth through the course of your life. Our job is to help you plan with your taxes so you can keep what you have worked so hard to earn.
Investment Management
Investment Management
The question we ask every single time we look at our investments is: Do your investments serve your needs and allow you to accomplish your goals? Everything else is just window dressing. We keep things simple and make sure you understand what is going on with your investments and the markets while taking on the responsibility of managing them for you at the highest Fiduciary level.
Financial Planning
Financial Planning
Our vision of financial planning is comprehensive. We go deeper with you to fully understand what it is you need and want out of life, and we are willing to have the tough conversations around your fears and your dreams. We help you evaluate where you stand today, where you are going, and what may happen along the way.
Our Process
Everyone’s personality, situation, and needs are different, but we all need someone to help us manage our finances. If things are not a good fit, we always make sure you are pointed in the right direction toward the help you need. There is no cost for this initial conversation.
In this meeting we dive deeper into what it is we do, how we operate, and what it is you need. We will make sure we deliver value in this meeting by educating and helping you understand more about your own situation and the steps you need to take moving forward.
As an initial step toward the Collaborative Partnership, we help determine a project that needs to be completed to help you move down your financial path – typically one of the five building blocks. We work together to find what element would be the most beneficial to you then complete our analysis and deliver tangible results and action items to you that you can use moving forward.
Our clients are not just clients – they are collaborative partners. This is where we build your dream financial house that helps see you through both the good times and the bad. Everyone is different and everyone’s house needs to be built differently to suit them. We’ll discuss what investment strategy is the most suited to your needs.
