Michelle 'Shelly' Gams

Michelle 'Shelly' Gams Helping professionals and retirees maximize retirement plans, simplify finances, and retire with confidence- 25+ years of experience you can trust.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Gams Financial Group LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Gams Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

1575 Shiloh Road, Suite J
Billings, MT 59106
Office: 406-294-7527
Text: 406-294-7527
Fax: 406-559-2703

CA License # 0E10820

Let's Talk.  Contact me today to set up your free, no-obligation appointment!
10/06/2026

Let's Talk. Contact me today to set up your free, no-obligation appointment!

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
09/30/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

“There is a harmony in autumn, and a luster in its sky.” - Percy Bysshe ShelleyWhat are you looking forward to most as w...
09/24/2026

“There is a harmony in autumn, and a luster in its sky.” - Percy Bysshe Shelley

What are you looking forward to most as we enter a new season?

Several methods can help you calculate how much life insurance you need to financially support loved ones
09/23/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

“Patience is bitter, but its fruit is sweet.” - AristotleWhat are you trusting the process on right now?
09/17/2026

“Patience is bitter, but its fruit is sweet.” - Aristotle

What are you trusting the process on right now?

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death ben...
09/16/2026

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.

Universal life insurance offers lifelong coverage and flexible premiums. Find out how universal life insurance works and compare the best universal life insurers.

Our next retirement seminar is September 30 at Yellowstone Country Club.We’ll be discussing retirement income strategies...
09/12/2026

Our next retirement seminar is September 30 at Yellowstone Country Club.

We’ll be discussing retirement income strategies and the changing Social Security landscape. If you have questions about either of those topics, I hope you’ll join us.

It’s free to attend, but space is limited. If you’d like to come, contact Lilli at 406-294-7527 or [email protected].

Address

1575 Shiloh Road Suite J
Billings, MT
59106

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