Navigating the Complexities of Financial Management for Business Owners
As your business flourishes, navigating the financial intricacies that arise can become challenging. Our expertise lies in supporting business owners with the financial demands that accompany a thriving enterprise, ensuring their continued success for years to come.
We Work Best With:
Does this sound like you?
Want to explore working together? Contact us to schedule a complimentary consultation.
Why Work With Us
Working with Rocky Mountain Financial Services provides a business owner with numerous benefits, including:
Clear Goals and Straightforward Plan
At Rocky Mountain Financial Services, we assist business owners in establishing well-defined financial objectives, devising a comprehensive plan to attain them, and continually tracking their progress. We recognize the dynamic nature of businesses and the markets, and continually fine-tune our strategies to ensure our clients remain on the path to financial success.
Better Business Decisions
In addition to financial planning, we stand ready to provide suggestions regarding tax planning, cash flow analysis, profit margin maximization, and business expansion and acquisition.
By entrusting us with your financial management, you gain the freedom to allocate your valuable time and energy to the core aspects of your business, family, and friends, while we diligently handle the intricacies of your financial matters.
Peace of Mind
We strive to bring our clients peace of mind by identifying and implementing strategies to mitigate risks and safeguard their businesses from potential financial setbacks. By proactively addressing vulnerabilities, we enable business owners to focus on growth and innovation with confidence and assurance.
Transfer of Assets to Designated Beneficiaries
Lastly, we provide business owners with the assurance that their assets will be transferred to their chosen beneficiaries by assisting them in crafting a robust estate plan. This plan aims to minimize tax liabilities and streamline the transfer process, ensuring a seamless and efficient transition of assets.
Frequently Asked Questions
These frequently asked questions address various aspects of our financial planning services and how we cater to our clients’ unique needs. Didn’t find an answer to what you are looking for? Click the button below and reach out to us.
We transcend conventional financial planning by helping our clients achieve their goals and optimizing their wealth through effective allocation of existing and future resources. Our holistic planning approach ensures that each client receives a tailored experience far from the limitations of a “cookie cutter” process. As independent advisors, our allegiance lies solely with our clients, granting us the flexibility to employ the most suitable strategies for their specific needs.
Our approach centers around understanding you, your business, your concerns, and your aspirations. We then devise a plan to attain your desired outcomes, while monitoring your progress, enabling you to concentrate on the core aspects of your business.
Yes. Sometimes our clients have loyal relationships with an advisor and want someone to step in to evaluate a different area without disrupting what they have already accomplished. We are often able to step in and complement the planning that our clients and their advisors have achieved.
Our clients are driven individuals who embody integrity, honesty, and dedication to their family, friends, and associates. These clients appreciate the principles of sustainable wealth creation and protection, seeking the liberty afforded by financial stability. With over 25 years of experience collaborating with business owners, we possess the proficiency to assist them across diverse industries and growth stages, ensuring their long-term financial success.
The development of a custom plan involves several initial meetings, followed by at least annual reviews, often more frequent. While we prefer in-person meetings, we accommodate clients with virtual options. We’re always available for phone calls to address challenges, concerns, or opportunities.
Their approach is very holistic We have been super impressed with Jerry Biegler and his firm, Rocky Mountain Financial Services. They have helped us with organizing our finances (i.e. life insurance, disability insurance, our personal retirement plan, and retirement plan for our practice, etc.).Their approach is very holistic. I do strongly recommend Jerry and his firm.
Our future is so much more secure now We are so grateful that we met Jerry Biegler and his firm. We don't know where our future finances would be if it wasn't for him and the services he offered. Neither of us comes from a financially wise family and we would just be floundering if it wasn't for the direction and help that Jerry has given us. Our future is so much more secure now. We have created a plan that will help us achieve our financial goals now and in the future. We couldn't recommend Jerry and Rocky Mountain Financial Services enough!
With his guidance we have been able to build wealth When we first met Jerry with RMFS in 2015, our financial outlook was in a state of disarray. In working with Jerry, he was able to help us in developing a customized plan of action to help get our finances under control, build wealth, as well as a comprehensive retirement strategy. Working with Jerry and Vicki at RMFS has not only been a pleasure, but has given my wife and I direction, confidence, and a sense of well-being with regard to our financial future. I would highly recommend RMFS to anyone looking to improve their financial position!
*Clients listed were selected based on their willingness to say a few words about our firm. Each client’s experience and results will differ.
Why Choose Rocky Mountain Financial Services?
Our accomplished team brings together a rich blend of experience, expertise, and resources to adeptly address the financial hurdles encountered by business owners. Through providing impartial, objective guidance, we enable entrepreneurs to make astute financial choices, free from the influence of emotional biases.
Let's Turn Your Financial Dreams Into Reality
Ready to start feeling more confident about your finances and living your life to the fullest? Meet our experienced team.