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Hample & Peck Financial Planning And Investments
Our Services
SECURITIES BROKERAGE:
Through our relationship with KMS Financial Services in Seattle, we provide access to publicly traded stocks, bonds, and options, plus a wide range of mutual funds, unit investment trusts, variable life and annuity products, and cash management services.
KMS is a well established, employee owned, independent broker-dealer. Our office has used their services for 20 years. Your accounts may be maintained directly with an investment sponsor (a mutual fund or insurance company, for example) or in a brokerage account.
ADIVISORY SERVICES:
We enjoy considerable flexibility in structuring the way we work with clients. In some cases, services are offered on a fee basis as an alternative to traditional commission-based compensation.
Investment advisory and financial planning services may include personal consultation and the preparation of a written financial plan as well as ongoing asset allocation and portfolio management. We may perform these services personally or help you select and monitor "third-party" portfolio managers.
Different programs can accommodate a wide range of account sizes and investment objectives. Your long-term financial goals and level of risk tolerance are the key to defining an appropriate approach.
RETIREMENT SERVICES FOR INDIVIDUALS & BUSINESSES:
Our office offers a variety of options to meet the needs of an individual's retirement goals or that of a business and its employees. Ask for a hypothetical comparison to see how we can meet your objectives, compete on expenses and provide solid advice.
VARIABLE & FIXED ANNUITIES:
Variable and Fixed Annuity contracts combine insurance features with market-based investments. We have access to a wide variety of companies which are subject to both insurance and securities regulation.
Financial Planning Associates, LLC is a smaller part of our office provides broad hourly based consulting on financial matters and investment management in specific cases. To find out more about this service, please contact the office.
Hample & Peck - Medical Arts Building - 300 N. Willson AvenueSuite 202B - Bozeman, MT - 59715 - Phone: (406) 587-4300
