Financial Planning for You, Your Children 
and Future Generations

Welcome. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. We believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business. 

 

 

OUR TEAM IN THE NEWS

02/22/19 – Havre Daily News - Lineweaver participates in Havre Schools’ Community Education Program 

1/17/19 - Havre Daily News - Future looks bright for Havre Chamber of Commerce

1/17/19 - Havre Daily News - Lorang earns honors from D.A. Davidson

01/10/2019 – Havre Daily News - Lineweaver opens for speaker at 110th Annual Havre Chamber meeting

06/29/2018 – Havre Daily News – Curt learns how to make Asian cuisine through Cooking Across Culture series