Big Sky Financial

At Big Sky Financial Planning Group, we understand that financial planning can be a complex and overwhelming process. That's why we're dedicated to providing personalized guidance and support to help you achieve your financial goals. With over 40 years of combined experience in the financial service industry, our team of experts is committed to delivering exceptional service, tailored advice, and a comprehensive approach to managing your finances.

Our Services

Our team offers a wide range of financial planning services designed to help you navigate life's milestones and challenges. From retirement planning and estate planning to investment management and tax planning, we'll work closely with you to understand your unique needs and objectives. Our services include:

• Financial planning and analysis
• Investment management and portfolio construction
• Retirement planning and income strategies
• Estate planning and wealth transfer
• Tax planning and preparation
• Risk management and insurance planning

Our Business Philosophy

At Big Sky Financial Planning Group, we believe that financial planning is about more than just managing your money - it's about helping you achieve your goals and aspirations. We take a holistic approach to financial planning, considering every aspect of your financial life and working with you to create a customized plan that aligns with your values and objectives. Our goal is to provide you with the guidance, support, and resources you need to make informed financial decisions and build a brighter future.

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and personalized guidance. Led by Jim Cusimano, CFP, our team includes Sandy Cameron, Financial Advisor, Jamie Ogolin, Financial Advisor, and Angel Sanchez, Office Manager. Together, we bring a wealth of knowledge, expertise, and passion to helping our clients achieve their financial goals.