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: Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. and/or Arbor Point Advisors, LLC.
Our relationship with Securities America, Inc. and Securities America Advisors, 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.
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.
Annuity contracts blend the features of insurance contracts with those of market-based investments. With access to a wide variety of insurance companies, we help our clients procure the right policy based on their specific needs.