Montana Financial Planning and Investment Management
Personalized Financial Strategies
Client-Focused Investment Management
Strategic Planning for All Life Stages
Empower Your Decision Making
Schedule a FREE Introduction Call
Are you on track to meet your financial goals?
Norsu Financial Planning will guide you through every step of your financial journey.
Who Do We Work With?
We help families, couples, and working professionals who are nearing or planning for retirement, saving for college, or just want to make sure they're making good decisions with their hard-earned money.
How Do We Help?
We break down your long-term financial goals into smaller, manageable actions and provide peace of mind with ongoing support for ALL your financial decisions, big and small.
Comprehensive
Financial Planning
We integrate all aspects of your financial life to create a cohesive strategy that addresses your short-term needs and long-term ambitions. Your plan includes retirement planning, investment management, education funding, employer benefits, insurance needs, tax considerations, estate planning, and more.
Client-Centric
Investment Management
Your investment strategy should be as individual as you are. We customize your portfolio to reflect your risk tolerance, time horizon, personal values, and any other financial objectives that are unique to you.
Working With Us Is Simple
Schedule an Intro Call
Find out if we're a good fit! If not, We'll help you find another fee-only planner or you're welcome to use our free resources!
Collaborate
We'll work together through a series of guided meetings to develop a personalized financial plan that works for you.
Enjoy the Journey
We work for you every step of the way! Breathe easy knowing your life, money, & values are aligned to reach your goals!
How Montana Stands Out
Montana's economy is significantly influenced by agriculture, including cattle ranching and cereal grain farming, which are the backbone of its rural economy. The state also has considerable mineral resources, including coal, gold, and talc, which contribute to the mining sector. Montana's vast wilderness areas and spectacular landscapes drive its tourism industry, with attractions such as Glacier National Park and Yellowstone National Park. The state promotes a business-friendly environment with no sales tax, which appeals to both businesses and consumers. However, Montana faces challenges such as geographic isolation and a relatively small population, which can impact market reach and workforce availability.
How Norsu Stands Out
High Quality
Boutique Services
We only take on clients we know we can help and we limit the number of clients we bring on to ensure everyone receives the highest quality service.
Fiduciary,
Fee-Only Advice
As a fee-only fiduciary, we are compensated through planning and investment management fees. We do not receive any commissions or referral fees.
Step-by-Step
Straightforward Plans
We offer peace of mind by creating simple and effective plans, then support all your financial decisions with personalized ongoing support.
Meet Your Montana Financial Planner
Eric Rippetoe, CPRS™, AWMA™, MBA
Eric has a passion for working with clients, taking the time to get to know and understand your situation, then working to find the best solutions to your unique opportunities.
Eric is an Accredited Wealth Management Advisor™, a Certified Personal Retirement Specialist™, and completed the Financial Planning Certificate Program at Northwestern University.
Prior to founding Norsu, Eric worked for over 20 years in IT. He uses his technology background and financial planning expertise to help automate and organize your financial life.
