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Spitfire Financial Group

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United States
Billings, MT
Spitfire Financial Group

I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

Whether you're a business owner planning your exit strategy, a professional preparing for retirement, or a family focused on creating a lasting legacy for future generations, our team is here to provide the attention and tailored strategies you deserve. My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To address those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.

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• Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/29/2026

Winter is on its way, here are few things to get yourself prepared for the cold weather:

🚗 For your car: Check your battery, tires, and antifreeze levels. Keep an emergency kit in your trunk with jumper cables, a blanket, ice scraper, and sand or kitty litter for traction.

🏠 For your home: Drain and shut off outdoor water lines before the first hard freeze. Have your furnace serviced before you need it. Check weatherstripping on doors and windows and stock up on heating fuel if you use propane or wood.

❄️ For your finances: Heating bills in Montana can run significantly higher from November through March. If that tends to create budget stress, the next few weeks are a good time to start setting money aside before the first bill arrives.

09/23/2026

If 2026 has been a good income year for your business, early Q4 is the time to make sure you're positioned for taxes before December 31. A SEP-IRA contribution, a timing decision on a major expense, or a conversation about your retirement plan structure can all make a difference come tax season. Take a look at what to plan for as a business owner: https://www.spitfirefinancialgroup.com/blog/the-top-7-mistakes-to-avoid-in-business-financial-planning

09/22/2026

Fall officially starts today, and if you haven't made it up the Beartooth Highway yet this season, make sure to plan ahead and keep an eye on the weather!

On the financial side, Q4 is closer than it feels, and if year-end planning has been on your list, this is a good time to get it on the calendar before things get busy. Give our team a call: (406) 657-9621

09/17/2026

If you have a traditional IRA, 401(k), or most other tax-deferred retirement accounts, Required Minimum Distributions are something you'll need to plan around before December 31. Dobie put together a breakdown of the 2026 rules - when RMDs start, how to calculate yours, and a few strategies, including Qualified Charitable Distributions, which are especially useful for Montana retirees who already give to charity.

Read it here: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

09/15/2026

September is Life Insurance Awareness Month, and if your policy was set up when your kids were young, your mortgage was new, or your business was just getting started, a lot may have changed since then.

Our insurance resource center is a good place to start: https://www.spitfirefinancialgroup.com/resource-center/insurance

09/11/2026

Today we remember the lives lost on September 11, 2001, and honor the first responders, military members, and families who have carried that day with them ever since.

09/09/2026

Standard estate plans are written for standard families. If yours isn't, the documents may have gaps you don't know about: https://www.spitfirefinancialgroup.com/blog/estate-planning-for-families-that-dont-fit-the-mold

09/07/2026

This Labor Day, we're wishing everyone a good end to the summer and a strong start to fall.

09/03/2026

If you inherited an IRA from someone who wasn't your spouse, the rules around Required Minimum Distributions changed in 2025. Most non-spouse beneficiaries are now required to take annual distributions within the 10-year window.

Dobie covers it in our latest blog: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

09/02/2026

September is Life Insurance Awareness Month, and it's a good reminder to check whether your coverage still reflects your life. A policy you set up years ago may not account for a new home, a spouse, children, or a business you've built since then.

Give our team a call if you'd like a second set of eyes on it: (406) 657-9621

Address

2877 Overland Avenue, Suite B
Billings, MT
59102

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 2pm

Website

http://spitfirefinancialgroup.com/

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