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300 Central Avenue, Suite 510, Great Falls, MT 59401

(406) 453-1676
travis@harpfg.com
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Turn Retirement Savings Into Everyday Freedom

We prioritize a structured, common-sense approach to retirement income and wealth, so you can live well today and for generations to come.

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Shoulder-to-Shoulder Financial Guidance For Montana Clients


Shoulder-to-Shoulder Financial Guidance For Montana Clients


Based in Great Falls Montana, we’re a local, independent financial planning firm that listens first and builds practical, comprehensive plans around your goals. With a multi-generational perspective and steady guidance, we help you enjoy more of life while preserving what you’ve built.

Comprehensive Planning &
Practical Solutions

Our full range of financial planning, wealth management and business services are designed to bring your whole financial life into clear view.

Personal Wealth Services

Simplify your wealth, plan for retirement, and protect what matters most. From investment and income planning to tax, insurance, and legacy strategies, we keep everything aligned and working together.

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Business Planning & Solutions

We help you optimize your business and personal wealth—helping you protect your company, plan for your future and the future of your business, and deliver competitive benefits for a stronger team.

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A Personalized Path To Financial Clarity

A Personalized Path To Financial Clarity

We begin by understanding what matters most: your values, your goals, and where you stand today. From there, we design a tailored plan that aligns your wealth with your vision for the future. Every plan is grounded in conversation, not sales pressure, and is built to evolve with you over time.

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Financial Group

Individuals & Families

Enjoy coordinated planning that balances saving, investing, and protection—so every part of your plan supports your goals.

Pre-Retirees

Prepare with confidence for the next chapter through intentional income planning and clear, step-by-step guidance.

Retirees

Enjoy retirement with a strategy that turns savings into reliable income while helping manage risk and taxes.

Business Owners & Professionals

From 401(k)s and benefits to long-term exit planning, we help you protect what you’ve built and plan what’s next.

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Make Your Retirement An
Adventure Worth Sharing

Let’s build a plan that enables you to enjoy the life you’ve built
and leave a lasting legacy for generations to come.

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Learn, Plan, &
Live Confidently

Explore timely articles, videos, and presentations on topics like retirement income, taxes, lifestyle, insurance, and legacy planning. all curated to help you stay informed and prepared for what’s ahead.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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Get In Touch Today

Enjoy life’s adventures today, plan your legacy with our multigenerational team.

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