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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

Jeff Ricklefs

LPL Financial Advisor

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Jeff Ricklefs

Phone: (406) 541-8896

Email: jeff.ricklefs@lpl.com

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Chris Dunbar

LPL Financial Advisor

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Chris Dunbar

Phone: (406) 829-2736

Fax: (406) 523-3955

Toll Free: (844) 553-3073

Email: chris.dunbar@lpl.com

Bio

This is what we do.
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Contact

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (406)523-3956 or (406) 829-2736 or (406) 541-8896
Fax: (406) 523-3955
Toll Free: (844) 553-3073

Email: chris.dunbar@lpl.com

2307 Stephens Ave Suite A, Missoula, MT 59801

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Montana, Alaska, Arizona, California, Colorado, Ohio, Maine, Oregon, Vermont, Washington

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