Hample & Peck Financial Planning And Investments
Located in beautiful Bozeman, Montana
We are independent, privately owned, with 50 years of combined experience.
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.
Steve Hample and Lauren K. Peck offer securities through KMS Financial Services, Inc. Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which as of 2011 one or both are registered in: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Minnesota, Missouri, Montana, Nebraska, Oklahoma, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Oregon, Utah, Virginia, Washington, Wisconsin, and Wyoming. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.
We provide financial planning advice and products to help individuals and small businesses achieve financial goals. Our office remains as independent and local as it was when it opened 25 years ago.
Financial goals typically include, among others, general financial security, a comfortable retirement, and college educations for children. We can provide tools for each of these, such as tax deferred investing through IRAs and company retirement plans, college saving plans, annuity products, mutual funds and brokerage accounts. We are not employees of a company and hence we are not restricted to a particular company’s products; instead we can access a very wide range of sources to respond to a client’s needs and preferences.
Steve holds a doctorate and at MSU has taught a graduate course in family estate planning and an undergraduate course in personal financial planning. He has published over 100 newspaper articles related to financial planning. He has been a Certified Financial Planner since 1989. Lauren has a bachelor’s degree in finance, worked previously for Dean Witter Reynolds and for 14 years was a member of the Chicago Board of Trade where she traded in the largest futures pits in the world. Please visit our About Us section to view our complete profiles. Our work with trusts, estates, inheritances, and conservatorships grew into our separate banking corporation known as The TrustPeople ™, for which Steve serves as president and Lauren is a director. Our office is a strong supporter of our community. Lauren Peck and Steve Hample have volunteered with and served on the boards of various non profits. The Bozeman Area Community Foundation was located in our office for its first ten years. The Laura Pasley Fund, which supports youth related programs and public radio, was created here. A national award for development of the East Gallatin Recreation Area rests in our office. Steve was the founding president of the Bozeman Sunrise Rotary Club. To find out more about these organizations, please visit our Resources page.
We maintain a broad range of licenses, allowing us to give the client a choice of how to pay for our services: an hourly rate, a percent of assets fee or a commission.
We seldom advertise and are fortunate to have clients come to us through referrals. Please feel free to mention our services to others.
For further information: Contact Us or call us at (406) 587-4300.
Hample & Peck - 2066 Stadium Drive, Suite 102 - Bozeman, MT - 59715 - Phone: (406) 587-4300