Yellowstone Financial

We specialize in helping business owners, executives, and those nearing retirement to achieve and enjoy financial independence faster than anyone they know. That means they can choose where, how much, and if they want to work knowing their finances are taken care of. B.A. Political Economy, University of California, Berkeley with High Honors and election to Phi Beta Kappa.

Standard Retainer: A Standard Retainer provides comprehensive financial planning for a fee. Clients will have several scheduled meetings during the initial year, with the number depending the Client's individual situation.

Services provided may include, but are not limited to: Client Profile and Goals, Portfolio Analysis and Asset Allocation, Portfolio Recommendations and Implementation, Protection Planning, Tax Planning, Estate Plan Review, Year-End Review, and Small Business Planning.Investment Advice: This offering is for those who want advice focused exclusively on their investments.

Bring in retainer or asset management contract, a check for your first payment, and your latest investment statements. Think about your financial goals such as how much you'd like in retirement income (and when), saving for higher education, purchasing first and second homes, and other goals. No preparation required for new clients.

You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some insurance, and maybe have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life.

There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings. How do you decide whether to buy an individual stock, a mutual fund, treasuries, commodities, or just leave your money in your savings account?.