Cornerstone Group © 2024 JUNE 2024 In the heart of Forsyth, Montana, Nick Hubbard and his daughter Morgan represent the perfect example of family collaboration. With almost 27 years of experience in the financial sector, Nick started Hubbard Financial and has been a steadfast presence, providing investment and retirement income planning services to the community. As one of the few retirement planners in the Forsyth area, Nick's contributions have been invaluable. RANGE BUSINESS SPOTLIGHT: HUBBARD FINANCIAL His journey into financial advising is as unique as it is inspiring. A native of Forsyth, his path was set in motion after an unexpected incident during his schooling in Bozeman, Montana. A case of mistaken identity that resulted in a knocked-out tooth and an insurance settlement sparked a realization of the potential of long-term investments. Guided by his father's wisdom, Nick invested the settlement, laying the foundation for his financial future, which he fondly refers to as his "tooth money." Joining him in the office is Morgan, who is currently in the licensing process of becoming a financial advisor. Despite initially pursuing a career in healthcare, Morgan's desire to aid others found a fitting avenue in financial planning. Her passion for education and assisting clients in understanding their financial standing underscores her commitment to making a difference. The Hubbard duo's office isn't just a place for financial transactions; it's a hub of personal connection. Their work revolves around providing peace of mind to clients, whether through retirement planning or guiding them through financial uncertainties. With a focus on personalized service and education, they bridge the gap between financial complexities and client understanding. Their business spans across states, even receiving referrals from as far away as the U.S. Virgin Islands. Despite their geographical reach, they maintain a personalized approach, emphasizing accessibility and individualized attention. Looking into the future, they are thrilled by the technological strides ahead, eagerly awaiting the transition this summer to Range’s fiber-optic services. They look forward to working with Chris Donnelly, Business Solutions Specialist with Range’s business team, to continue to unlock fresh avenues for efficiently serving clients. With dependable high-speed internet, they anticipate seamless connectivity that will enhance their productivity and communication capabilities. As the Hubbard family continues their legacy in Forsyth and beyond, their dedication to financial empowerment and community remains strong. With Nick's seasoned expertise and Morgan's fresh perspective, they convey trust and support in the world of finance. If you're pondering what lies ahead and aiming for a secure plan, reach out to Hubbard Financial at 406-346-4016, and let Nick and Morgan guide you toward financial peace of mind. GaryWantulok, CPA Nick and Morgan Hubbard
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