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

(406) 453-1676
travis@harpfg.com
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Steady Financial Guidance in Great Falls, Montana

Here in Great Falls, Montana, steady and straightforward matters — and your financial plan should feel the same way.

As a financial adviser with Harp Financial Group, I work with individuals and families who want clarity around their investment planning, retirement decisions, and long-term goals. My focus is simple: helping you understand your options and make thoughtful, informed choices that align with what matters most to you.

Before entering the financial services industry, I spent several years helping families navigate important financial decisions in the automotive world. That experience shaped my approach today — listening first, keeping conversations clear, and providing steady guidance along the way.

If you’re looking for a financial adviser in Great Falls who values clarity and long-term relationships, I welcome the opportunity to connect.

Wednesday, April 29, 2026

Montana is known for Glacier and Yellowstone — but some of the state’s most memorable experiences are less talked about. Here are 12 underrated places and events across Montana that deserve more attention.

Monday, March 30, 2026

Life insurance can play an important role in financial planning for young families. Here’s what families in Great Falls, Montana should consider when evaluating coverage needs, income protection, and long-term financial security.

Thursday, March 26, 2026

Montana offers a unique lifestyle in retirement — wide open spaces, smaller communities, and access to the outdoors. But how much money do you actually need to retire comfortably in Montana?

Monday, March 23, 2026

You don’t need spreadsheets or long lectures to teach kids about money. Here are five practical, everyday ways parents can help children build healthy money habits — in simple, meaningful ways.

Thursday, March 19, 2026

Financial planning considerations for teachers and educators in Great Falls, Montana. Learn how to navigate TRS retirement benefits, summer income gaps, Montana taxes, and long-term financial stability.

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Monday, March 16, 2026

Does Montana tax retirement income? Here’s what retirees and pre-retirees should understand about how Montana treats pensions, IRA withdrawals, 401(k) distributions, and Social Security benefits.

Thursday, March 12, 2026

Considering retiring in Montana? Learn about Montana taxes, cost of living, healthcare access, housing, and financial planning considerations for retirees across the state — including Great Falls and surrounding communities.

Tuesday, March 10, 2026

Trying to understand the difference between a 403(b) and 401(k)? Here’s what teachers and healthcare professionals in Great Falls, MT should know about how these retirement plans work and how they fit into long-term planning.

Thursday, March 5, 2026

Trying to decide between a SEP IRA, Solo 401(k), or SIMPLE IRA? Here’s what small business owners in Great Falls should understand about these retirement plan options and how they may fit into long-term financial planning.

Monday, March 2, 2026

Trying to understand the difference between a will and a trust? Here’s what Montana residents — including families in Great Falls — should know about how these estate planning tools work and when each may be appropriate.

Friday, February 27, 2026

Financial planning considerations for healthcare professionals in Great Falls, Montana. Learn how to manage variable income, retirement plans, student loans, and long-term financial stability while serving our local community.

Wednesday, February 25, 2026

Financial planning guidance for young military families stationed at Malmstrom Air Force Base in Great Falls, Montana. Learn key considerations around retirement benefits, housing decisions, PCS planning.