Gain Clarity, Pursue Profitability, and Retire With Confidence

Financial Planning and Investment Management

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michaelfrenchatf

Right Fit Clients

The right financial strategy looks different for everyone. Whether you’re a retiree seeking financial security, an accumulator growing your wealth, or a business owner planning your next steps, Michael’s CFP® and CEPA® certifications provide the insight needed to help you navigate complex financial decisions that align with your goals, values, and long-term vision.

Retirement Planners

You’ve worked hard to save — now it’s time for your money to work for you. We’ll help craft a personalized strategy for retirement income and wealth preservation that aligns with your big-picture goals and vision.

Business Owners

You’ve built a successful business — planning for its future matters. Michael’s CEPA® certification equips owners with guidance on exit strategies, succession planning, and long-term financial stability.

Accumulators

Life moves fast, and with more income comes more complexity. We’ll help you build a financial plan that grows with you, balancing wealth accumulation, risk management, and future planning to keep you on track.

Right Strategy

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Financial Planning

We start out by asking a lot of questions. After we get to know you and what is most important to you we help prioritize goals and lay out a path to help you progress towards them.

Investment Management

It’s more than the rate of return. We will work with you to create an investment plan that is unique to you. We will help you view your entire financial picture and structure your investments to work together to progress towards your goals.

The choices you make today will determine your success tomorrow.

Let us help you make informed decisions about your finances.

Latest Articles

Retirement Income Strategies for a More Secure Future in Montana

Retirement Income Strategies for a More Secure Future in Montana

Montana's unique economic landscape can present both opportunities and challenges for retirees. As a result, planning for a more confident retirement in Montana requires not only considering your personal needs and lifestyle — but also careful consideration of the...

Your Top Retirement Planning Questions Answered

Your Top Retirement Planning Questions Answered

Insights from Kalispell's Leading Financial Advisors Navigating retirement planning can be daunting. In this article, we’ll tackle some of the most common questions we receive about retirement planning. What should I look for when choosing a retirement planning firm...