OUR PROCESS

Answering the most pertinent questions in your financial life is our top priority.

• Am I okay financially?
• What do I need to do to be ready to retire?
• How do I improve my investment returns?

• Are my assets sufficiently protected?
• What financial risks do I face and how do I address them?

• Am I paying too much in taxes?
• How do I make sure my desired heirs receive what I want them to have?

Step 1 – Initial Consultation

Not all wealth managers are created equally. Let’s take 15 minutes to find out if our expertise is a good fit for your unique situation. We want to make sure we can provide you with the service you need.

Step 2 – Onboarding

We need to know all about you to be able to provide value added insight. The information and documents you provide will give us a thorough overview of your financial situation.

Step 3 – Information Gathering

We may need to clarify some of the details you provided us. This is a good opportunity to do so. More importantly, we want to make sure we fully understand your goals and your concerns.

Step 4 – Plan Development

Here’s where our expertise is put to work. We review and analyze all the details of your financial life to be able to answer your most pressing questions (see the list above for some examples).

Step 5 – Plan Presentation

This is where we prove our worth. We present to you, in a clear and concise manner, our findings and what action you need to take to achieve your life and financial goals.

Step 6 – Plan Implementation, Monitoring, and Adjustments

At this point, we should have been able to demonstrate our expertise and ability to help you achieve your goals. If you still have questions, now is the perfect time to ask them. We will gladly answer them. If you’re ready, we will start the paperwork to become a client.

What’s Your Risk Number?

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Through our comprehensive review and analysis, we provide clear, concise and actionable plans and guidance you can understand, empowering you to make the best-informed financial decisions possible.

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Warranties & Disclaimers

 

There are no warranties implied.

Glacier Investment Management (“GIM”) is a registered investment adviser located in Kalispell, MT. GIM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GIM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GIM’s web site on the Internet should not be construed by any consumer and/or prospective client as GIM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GIM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GIM, please contact the state securities regulators for those states in which GIM maintains a registration filing. A copy of GIM’s current written disclosure statement discussing GIM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GIM upon written request. GIM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GIM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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