What We Do

Holistic Financial Planning Services

At Open Range Financial Group, we specialize in holistic financial planning. What does this mean? It means we take into consideration every aspect of your finances and your lifestyle to find the exact services you need. We don’t try to fit you into a single box or try to sell you prepackaged services; we sit down with you, get to know you, try to understand your needs, then help you chart a path to your goals.

From investment advice to retirement and estate planning, we offer the financial services you need for every stage of life. While money isn’t everything, we know that effectively managing your wealth can help you live more comfortably, and look to the future with confidence.

Ongoing Support and Service from Experienced Professionals

Our holistic financial plans are supported by ongoing support and service from our expert financial planners. We form long-term relationships with our clients and continue to provide financial guidance year after year. If your financial plan needs to be adjusted, your goals have changed, or your portfolio isn’t performing as you’d hoped, we’ll work with you to figure out how we can adapt your financial plan to your changing needs.

No matter where life may take you, Open Range Financial will continue to provide you with the wealth management services you need to keep things on track.

The Latest Financial Tools and Technology

We want our clients to be actively engaged in their own financial plans so that they can feel confident in every financial decision we make together. That’s why we utilize the latest financial tools and technology to keep our clients informed on their financial plan, current net worth, and investment performance.

We help our comprehensive planning clients upload their relevant data to eMoney, a financial planning tool that allows you to see all of your assets and debts in a single dashboard. This technology lets you get an instant, big-picture look at your finances, so you can see how you’re doing. Our advisors access this same dashboard to monitor your financial plan’s performance, so you and our team are always on the same page. By utilizing this tool, we can more effectively advise you regarding your finances, and you can stay informed on your financial accounts.

Find Out How We Can Help You

Our client relationships always begin with a conversation—a chance to get to know you and understand your individual financial needs and objectives. Let’s sit down and start that conversation together. Contact us today, and we can start mapping the path to lead you to a better financial future.

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