About Us

We are a full-service financial firm committed to helping retirees and pre-retirees pursue their financial goals. We believe you are better able to identify your goals and make sound decisions to reach those goals when you are provided with sound financial information.

We chose the name Treasure State Retirement Planning not only because it signifies our deep appreciation for our beautiful home state of Montana, but also because it speaks to the importance of your wealth; in other words, the “treasure” you've built for your life.

To thoroughly enjoy this treasure, you must create and implement a solid financial plan that is designed to help you protect it and optimize its rewards. And when it comes to protecting this treasure, failure is not an option. As retirement income specialists, we focus on your long-term financial goals and dive deep into your entire financial picture to understand what is important to you. 

We are unique among most financial professionals in that we build customized portfolios of common and preferred stocks, dividend-paying stocks, corporate bonds, and ETFs to generate real cash returns—not phantom percentage returns for our clients. We offer a wide range of financial products and services to individuals and business owners.