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Securities offered through LaSalle Street Securities, Inc, member FINRA/SIPC. Advisory services offered through LaSalle Street Advisors, Inc. Link Financial Advisory is not affiliated with LSS, LSIA or any other affiliates. Executive titles are not a reference to LSS or any affiliates. Trading instructions sent via e-mail will not be honored. Please contact my office at 406-369-3396 for all buy/sell orders.
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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
Jul
24
Financial Wellness Scorecard

Financial Wellness Scorecard

May
12
Why A Safe Harbor 401(k) May Be The Best Tax Savings Idea A Small Business Can Implement

Why A Safe Harbor 401(k) May Be The Best Tax Savings Idea A Small Business Can Implement

Let’s face it - none of us like paying more than we need to in taxes. If you’re
3 min read
Mar
06
Which Retirement Plan Is Best For My Small Business?

Which Retirement Plan Is Best For My Small Business?

Figure Out Which Retirement Plan Is Best For Your Small Business One of the most common questions I come across
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...

Free Benchmarking Tool - Click Here Courts have called ERISA Fiduciary standards “The Highest Standards Known to Law.” According to
2 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

One of the most common questions I come across with clients is “what is the best type of retirement plan
1 min read