What is
Financial Planning?
Financial planning is a word that is commonly thrown around. Many underestimate its importance in our personal and spiritual lives but it’s no doubt that our finances need proper stewardship and attention to achieve the success we desire.
If you are dealing with the constant balance of stewarding your finances, spending time with loved ones, and enjoying time in the wonderful Big Sky Country of Montana, you’re not alone. At Evergreen Financial Group, our financial advisors share the same passion for our Billings community and desire to help you bring your faith, finances, and enthusiasm for the outdoors into a single, unified vision.
What You Can Expect
Discovery Meeting
We’d love to meet you! In our Discovery Meeting, our agenda is simple: learn more about you. Your financial needs are as unique as you are, so we will build our conversation—and your financial plan—around you.
Making a Decision
After we get to know each other, we can decide on working together. We value transparency and trust, taking each step at your own pace.
Implementation
Once we’ve agreed on a mutual goal, our financial advisors in Billings, MT will chart the course forward toward achieving your financial goals!
What Sets Us Apart
- A Trusted Guide, Not Just an Advisor
On this journey, we want to be your guide. We’re with you every step of the way and are just as invested in your success as you are. Working together towards a mutual goal is how we achieve success. - Purpose-Driven Stewardship
We believe we are stewards of everything God has given us. Whether it’s your faith, family, or our Billings community, our goal is to help you align your resources to what you value most. - Integrity
Integrity is crucial to any relationship, especially when dealing with finances. “Integrity means that you are the same in public as you are in private.” – Joyce Meyer.
Billings Families Trust Us to Deliver.
At Evergreen Financial Group, every step of your financial journey is a commitment you make to your future self. Whether it be everyday financial stability or leaving a legacy you are proud of, we’re here to help you—your goals are our priority.
If you’re ready to take that next step for a better tomorrow, we’d love to hear from you. Schedule a call with us today and meet our financial advisors in Billings, MT!
Our Billings MT Financial Services
By coordinating every part of your financial Plan, we help support confident decisions that reflect your values and long-term goals.
Retirement Planning
Helping you prepare for retirement with a clear, personalized strategy built around your goals and lifestyle.
Investment Management
Thoughtfully managing your investments to support long-term growth while aligning with your risk tolerance and priorities.
Estate
Planning
Coordinating your estate plan to help protect your legacy and provide clarity for the people you care about most.
Charitable Giving
Guidance to help you make informed charitable giving decisions that support long-term generosity and uphold your values.
Tax Planning
Proactive tax strategies designed to reduce unnecessary tax exposure and support your broader financial plan.
Daniel Turnquist, EA
Masterpeace Inc.
At Masterpeace Inc., we believe accounting is more than numbers—it’s about people, families, and organizations being equipped to move forward with confidence and peace. I began working with finances 20 years ago as the administrator in a church plant. Since then I have graduated from Montana State University-Billings with a bachelor's degree in Public Relations, became the Executive Pastor at Bethany Church in Billings, MT and became an Enrolled Agent that can practice before the IRS.
I love to spend time with my beautiful wife Jessica, and two sons Jalen and Samuel. We love to play sports in the backyard or compete in a ferocious game of Uno. When we aren't home hanging out we are enjoying the great outdoors camping, fishing, or riding roller coasters.
Chat With A Billings Financial Advisor Today
No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.