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Jordahl & Sliter Wealth Management Group, LLC

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Jordahl & Sliter Wealth Management Group, LLC

Overview:

Fee-only financial planning services in Montana

The independent fee-only financial planning firm Jordahl & Sliter Wealth Management Group, LLC was formed in 2000 as an affiliate of the Jordahl & Sliter PLLC accounting & consulting practice. With our inherent appreciation of accounting professionals and other financial planning partners, we provide the resources of an experienced, integrated wealth management team that listens to your needs and can facilitate adjustments across the numerous financial facets of your life.

We view wealth management as the union of personalized investment plan management and comprehensive, ongoing financial planning. The services we offer are tailored to achieve each client’s individual goals, with no conflicts of interests. Thoughtful, unbiased advice is our guiding philosophy.

Retirement Planning Process

Our team of fee-only financial planning professionals adhere to a disciplined process when designing and implementing client financial plans. We walk clients step-by-step through this process to help them answer questions such as:

   How much money do I need for retirement?
   Is early retirement possible?
   How do I accumulate enough retirement savings to live comfortably?

You have questions. We have answers.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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