Investing Today for a Better Tomorrow
We develop comprehensive financial strategies that educate and empower, helping you find the confidence you desire and the retirement you deserve.
You Are Our Inspiration
Jeff Montgomery’s passion for helping others take control of their future is rooted in his personal story and childhood memories of watching his dad lose his business and his family nearly lose their home.
The Inspiration Process is our personalized approach to helping you plan for retirement — and beyond — in a way that truly reflects your goals and values. Whether you’re just starting to think about retirement or already making big decisions, this process is designed to bring clarity, simplicity and peace of mind.
We’ll walk you through each step of The Inspiration Process in more detail later, but for now, just know that this journey is all about you — your life, your future, your inspiration — because Jeff and our team know this is personal.
My mission is to challenge your beliefs about money, unveil the truths behind financial markets, and empower you to protect your interests through education. You don’t need to know everything — just the right things."
— Jeff Montgomery
It’s not About the Money. It’s About Your Life!
‘The Power of 3 When it Comes to Your Retirement’
- 3 pitfalls of retirement planning
- 3 principles of developing an investment plan
- 3 pillars of a successful retirement plan
Your Best Interests:
That’s Our Only Concern
Choosing a financial planner can feel overwhelming, but trust and integrity should always come first. At Montgomery Financial, we always adhere to the “fiduciary standard” that so many others tout, but we prefer to skip the 10-dollar verbiage and stick to what matters most: YOU.
Simply put, we’re here to give you advice that’s not just good enough but is genuinely in your best interest.
