The associates of Bozeman Financial Advisors offers independent*, fee-based, fiduciary financial advising with the ability to customize portfolios designed to meet client needs, without the influence of product-based commissions or fees.
*Please note: The investment advisor representatives in KMS branch offices are under the supervision of KMS Financial Services, Inc.
Our relationship with KMS Financial Services, Inc.gives us access to publicly traded stocks and bonds in addition to a wide range of open-end and closed-end mutual funds, exchange traded funds (ETFs), and unit investment trusts, as well as annuity and life insurance products. We have used KMS’s services for more than 25 years.
Advisory and Advanced Planning Services
Because our advisory services are fee-based and not tied to commissions, we have wide flexibility in structuring our clients’ financial options. Our services can accommodate most account sizes, financial goals and risk-tolerance preferences and can include personal consultation and written financial plans in addition to asset and portfolio management. We offer sophisticated solutions for a range of client situations including tax-aware handling of business planning, charitable giving, trusts, life insurance and retirement planning.