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Our Services

1

Wealth
Management

Our wealth management services offer ongoing personalized financial planning and investment solutions that help you grow and preserve your wealth. We work with you to implement financial strategies designed for your unique situation so you can spend more time doing the things you love.

2

Project-Based Financial Planning

Our financial planning service offers customized, project-based solutions to help you achieve your financial goals. We deliver actionable strategies designed to fit your unique situation and empower you to make informed financial decisions with confidence.

Wealth Management

01

Our wealth management services provide personalized financial strategies, including investment management, retirement planning, and risk mitigation, tailored to meet your specific goals. We help you grow, preserve, and transfer wealth efficiently, offering ongoing guidance to ensure long-term financial success and peace of mind.​

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Areas of Focus:

  • Cash flow and debt management

  • Tax Planning

  • Investments

  • Retirement

  • Risk Management

  • Estate Planning​

Our comprehensive financial planning service offers customized, project-based solutions to help you navigate your unique financial situation. Whether you need help managing cash flow, optimizing taxes, or planning for retirement, we provide tailored strategies that align with your goals.

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We also focus on areas like maximizing employment benefits and ensuring your investments match your risk tolerance and long-term objectives. Each plan is designed to empower you with actionable advice, so you can confidently make informed financial decisions. Our goal is to give you clarity and control over your finances, allowing you to focus on your career and future.​ Click here to view a sample financial plan

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*Financial Plans starting at $1,999. 

Project-Based Financial Planning

02

Want To Stop Stressing About Money?

Click the button below to schedule your free 30-minute call. 

No pressure. No sales pitch. Just a conversation.

2521 Garland Drive

Missoula, MT 59803

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Mon - Fri: 8am - 5pm
​​Saturday:  Closed
​Sunday: Closed

Advisory services offered through Advanced Practice Planning, LLC, an investment adviser registered with the states of Montana and Pennsylvania. Advisory services are only offered to clients or prospective clients where Advanced Practice Planning, LLC and its representatives are properly registered or exempt from registration.

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The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

 

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

2023-2025 Advanced Practice Planning, LLC. All rights reserved.

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