Yellowstone Financial Services is an independent firm that seeks to help families and small business with their financial planning and investment needs. Rob's investment process begins by identifying risk tolerance and matching that to a diversified portfolio of mutual funds.
- Initial consultation
Everything begins with a no-cost, no-obligation visit about your current financial situation and your goals about the future. If we can be of help, you'll find out what that looks like and what costs are involved. If we can't help you, we may be able to point you in a direction that would be helpful.
- Recommend a strategy
This could be a simple strategy of investing on a monthly basis or a more comprehensive analysis of your investment, insurance, estate, and tax plans.
- Implement your plan
This simply takes your goals and dreams and puts them into a realistic and measurable process that allows you to move closer to where you'd like to be.
- Monitor and review
We want to engage you in the process of reviewing your goals, at least annually, and provide you with feedback on how to continue the progress you've made. To keep you focused, we offer Investor360°, which is the online portal that allows you to monitor your investment accounts. You'll also get consolidated quarterly statements on all your accounts with us.
Don't be intimidated! Your financial goals deserve your attention and focus. It all starts with a simple conversation. Yellowstone Financial Services would be honored if you allowed us to be a part of your financial life. Contact us today to arrange a time to start what could be a relationship which may change your financial life.