Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.
Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social Security’s assets being consumed and the number of workers supporting it shrinking, they will have to rely more on personal savings when it’s time to retire.
Today, there are myriad options to help prepare for the golden years. Yet, without a specific plan of action, many people find themselves falling short when it is time for them to live off of their life’s work.
Listen to the interview on the Business Innovators Radio Network:
Pahut says: “For over 25 years, I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon committing to my clients to follow a refined process because I believe this is the foundation for building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, personalized advice, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process.”
About Sean Pahut
Sean earned his degree in finance from Carroll College in Helena, Montana, and holds the series 7, 63, and 66 registrations through LPL Financial and a Montana insurance license. Giving back to the community is important to him. He has been a LT. Governor with Kiwanis previously served on the board of Marias Medical Center and has volunteered as a wrestling and baseball coach. He and his wife have two children and live in Great Falls, where they are active in their children’s school and sports activities.
Learn More: https://montanawm.com/
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
