Big Sky Financial Planning Group

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Contact: Jim Cusimano

Work 2404 Main St. Miles City Montana 59301 Work 221 W. Towne St 221 W. Towne St. Glendive, MT 116 S. Main St – The Bank of Baker Glendive MT 59330 Phone: 406-234-3194 Phone: 1-800-377-4843 Phone: Glendive: (406) 377-5000 Phone: Baker: (406) 234-3194 Website: Big Sky Financial Planning Group

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Our Process
We care about you and helping you reach your financial goals. Without our seven step process, we would not be able to look at every detail to help deliver a comprehensive action plan.
Understand Your Goals
* Review of retirement plans and current debt to align with financial goals
* Income distributions and cash flow strategies
* Review of insurance and long term care needs
* Investment Strategies
* Retirement Planning
* Social Security Analysis
* Medicare Analysis
* Periodic Reviews
* Coordination with other professionals

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With over 40 years of combined experience in the Financial Service Industry, we set ourselves apart from other advisers and planners by our ongoing advice, resources, experience, client service, diversification and availability.

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2404 Main St. Miles City Montana 59301

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