Chip Montgomery
CRPC®, BFA™
State(s) Licensed: AZ, CA Insurance Lic. #4400393, FL, IA, MN, TX, VA, WI
5 N. Fremont Street
Lewiston, MN 55952
State(s) Licensed: AZ, CA Insurance Lic. #4400393, FL, IA, MN, TX, VA, WI
Financial Strategies for Life
For each one of us, the journey along life’s path is a series of choices…some big, some small. The financial choices and decisions you make now will have a direct impact on your lifestyle choices later in life. That’s why it makes sense to have a plan for where you want to go – so that your decisions along life’s journey align with your goals for the future.
And that’s why I enjoy working with people on creating a financial plan – to bring financial clarity to their situation and help them make positive steps toward the future they desire.
Whether you have questions about investing, saving for retirement, spending in retirement, protecting against financial risk or education planning, let’s talk. I’d love to learn about your situation and your hopes for the future. Together, we can create a roadmap to get you where you want to go.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lewiston Office
- Phone:
- 507-951-6227
Hours
M – F: 8 a.m. – 5 p.m.