We partner with you to guide you every step of the way and at every critical turning point in your life.
People nearing or in retirement
with at least $250,000 in investable assets
Are you nearing retirement or already retired? We provide comprehensive retirement planning services including dynamic retirement income planning, social security draw strategies, tax-efficient withdrawal strategies, innovative risk tolerance and management analysis, evidence-based investing strategies, tax planning, and estate planning among other services. Through our holistic analysis, we put you on the path to a sustainable and fulfilling retirement.
Are you a business owner? We can help you to balance your business’s growth initiatives with your long-term initiatives of planning for and saving for retirement. Additionally, we can assist with business sales, transitions, and succession plans.
Do you want more out of your investments? Create, implement, and manage a sound investment plan that properly aligns with your risk profile and incorporates time tested principles of investing to provide you with the growth you need to achieve your life and financial goals.
Employer Sponsored Retirement Plans
Are you and your employees getting the most out of your sponsored retirement plan? Fulfill your fiduciary duties while creating long-term value for you and your family and your employees and theirs.
We can help with the following types of plans:
• SEP IRA
• SIMPLE IRA
Let us help you determine which plan is best for you and your employees.
*Defined benefit, cash balance, etc…
Let's Get Started.
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.
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.