Robert Montes

Robert Montes

Missoula, MT
Robert specializes in employer sponsored plans, tax-mitigating investment strategies and building personal wealth. He is also a former US Army Ranger Infantryman. Phone: 406-369-3396
Mar
15
What Does The Collapse Of Silicon Valley Bank Mean For The Banking Industry?

What Does The Collapse Of Silicon Valley Bank Mean For The Banking Industry?

Banking collapses are scary. They shake our foundation and trust in the financial industry as a whole. The thought of
7 min read
Mar
06
Which Retirement Plan Is Best For My Small Business?

Which Retirement Plan Is Best For My Small Business?

One of the most common questions I come across with clients is “what is the best type of retirement plan
11 min read
Mar
06
Benchmarking Your 401(k) Doesn't Have To Be Hard...

Benchmarking Your 401(k) Doesn't Have To Be Hard...

1 min read
Mar
06
Take 3 Minutes To Determine Which Retirement Plan Is Best For Your Business

Take 3 Minutes To Determine Which Retirement Plan Is Best For Your Business

1 min read
Feb
16
In Case You Get Hit By A Bus...

In Case You Get Hit By A Bus...

About two years ago, I stumbled across a book called “In Case You Get Hit By A Bus.” The book
3 min read
Feb
16
Finding Unclaimed Property

Finding Unclaimed Property

Losing a loved one is one of the most difficult experiences that a person can go through. The strain of
2 min read
Feb
14
Coming soon

Coming soon

This is Link Financial Advisory MT, a brand new site by Robert P Montes that's just getting started.