Big Sky Financial Planning Group

08/25/2024

Supporting Miles Community College Athletics in the Pioneer scramble. We took 3rd in our flight. Awesome to be a part of.

07/22/2024

Congrats to Rick Lang on winning the grand prize for Maverick Baseball Bingo this weekend. Big Sky Financial is proud to sponsor Maverick baseball in conjunction with the Miles City Youth Baseball Association. Baseball bingo was a huge success, the crowd was tremendous and the Mavericks were victorious.

06/05/2024

🌟 Join Big Sky Financial for an exclusive workshop on mastering Social Security benefits! 🌟

Are you approaching retirement age and feeling overwhelmed by the ins and outs of Social Security? You're not alone! Many individuals in their 60s have questions and concerns about when and how to claim their benefits.

That's why we're hosting a special workshop tailored to individuals who may be ready to claim and to demystify Social Security and empower you to make informed decisions about your financial future.

🗓️ Date: Tuesday, June 18th
🕔 Time: 6:00 pm - 7:00 pm
📍 Location: Miles City Hotel and Suites - 1702 S. Haynes Ave

In this workshop, we'll cover:
✅ Understanding your Full Retirement Age (FRA)
✅ Strategies for maximizing your Social Security benefits
✅ How to decide when to claim benefits
✅ Common misconceptions and pitfalls to avoid
✅ When to sign up for Medicare

Don't miss this opportunity to gain valuable insights and peace of mind about your retirement finances. Reserve your spot today by calling Big Sky Financial at 234-3194. Seating will be limited to 20! This is a no cost, no pressure workshop. We are here to help you through this entire process, stress free.

Spread the word and tag a friend who might benefit from this workshop. Let's navigate the path to a secure retirement together! Remember, 20 seat limitation, RSVP by Friday, June 14th at 234-3194 to reserve your spot.

💼💰

04/17/2024

We are excited to officially welcome Financial Advisor Jeff Brabant to our Big Sky Financial team!
Jeff recently retired from Miles Community College as an Information Technology professor and head baseball coach. He taught and coached at MCC for the past 20 plus years. Before then he began his teaching career at Will James Middle School in Billings where he taught for 5 years. Jeff started coaching in Miles City in 1992 for the Mavericks, with a stop in Bozeman and in Billings while starting his education career before eventually coming back home to join the Pioneers. He has over 30 years of coaching and 25 years of teaching experience under his belt. Jeff has always had a passion for the Financial Markets. He is excited to help individuals and families navigate their Financial Journey. Please Welcome Jeff to our Big Sky Financial team!

Securities offered through Securities America, Inc., member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through Securities America Advisors, Inc. Big Sky Financial Planning Group and Securities America are separate entities.
Not FDIC Insured – No Bank Guarantees – May Lose Value - Not a Deposit – Not Insured by any Government Agency
CFP® and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
“The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.”

12/21/2023

BIG SKY FINANCIAL ANNOUNCEMENT.

We are excited to welcome new team member Karissa Nissen to our Big Sky Financial Planning Team!

Karissa owns and runs Professional Financial Services in Miles City offering Tax Accounting, Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, Business Setup, Tax Planning and Wealth Management services.

She offered Wealth Management services through another firm and now will be offering her clients Financial Planning services through Big Sky Financial.

In 2019 she earned her Enrolled Agent Status to practice before the Internal Revenue Service. She graduated from MSUB in August of 2020 with a BS in Business Administration-Accounting. In 2021 she became a Registered Financial Representative and Financial Advisor, and in the spring of 2022, she completed the insurance exams for Health and Life Insurance.

She is able to offer her clients a comprehensive view of their financial, insurance, and retirement objectives.

Karissa will still maintain her office location at 1707 Main Street in Miles City.

Welcome to Big Sky Financial Karissa!

10/07/2023

Big Shout out to Stevie Haughian For absolutely crushing this charcuterie table at Sandy’s Retirement party! It was fantastic and the best part is we all got leftovers! Thanks again Stevie!

09/29/2021

Big Sky Financial was Happy to be apart of the Haughian Hoops Camp!

05/04/2021

Coming soon to Miles City! Walls are going up! Build out starts today! Two Sparrows Wellness and Beauty Bar! Shout out to Nicole and April for their passion, determination, and entrepreneurship!

Located at 2406 Main Street (attached to Big Sky Financial- entrance is on the west side of the building)

Thank you Jason Gergen and his 3G construction team!

12/24/2020

"Then the Grinch thought of something he hadn't before! What if Christmas, he thought, doesn't come from a store. What if Christmas... perhaps... means a little bit more!" ~Dr. Seuss

🎄 Merry Christmas to you & your families from all of us at Big Sky Financial!!

12/03/2020

Honored to be a Sponsor for this young Man! Good luck Mo! Some information below on the events.

Questions on how this all works....

So Mo will ride each day with rough stock rodeo starting roughly around 9:15am....
Ba****ck tomorrow Thursday
Saddle Bronc Friday
Ba****ck Saturday
Saddle Bronc Sunday
Short round Monday

He gets two head per event and the top ?? will go to short round Monday.

I will look to see if you can view it on www.saddlebook.com