Structured Settlements - Merger & Acquisitions Capital Gains - Deferred Income
Helping you help your clients is important to RMAC. Our consultants will meet with your clients and present financial strategy options that provide tax advantages and help preserve benefits.
RMAC is an industry leader in delivering tailored financial services and strategies that maximize benefit, manage risk, and conserve assets for financial advisors, as well as the individuals and companies they represent.
Situated in downtown Great Falls for more than 30 years, we pride ourselves on outstanding client service and a personalized approach to determining financial strategy—whether it’s planning for future medical and financial needs, tax planning, or cash and asset management.
When you put your trust in RMAC, you gain access to objective advice, and legal and tax compliant options for structured settlements, deferred and tax-favorable income, and capital gains.
At RMAC, we provide experience and guidance in order to prevent the risk of financial hardship, and we partner with the best providers in the industry to create safe financial strategies for you and your clients.
We hold Series 6 and Series 63 securities licenses, and RMAC is the only firm in Montana to have earned membership as a Top of the Table Qualifying and Life Member of the prestigious Million Dollar Round Table, The Premier Association of Financial Professionals, based upon our professional success and strict ethical standards.
Owner and founder, Les Marsh, holds a Chartered Advisor of Philanthropy (CAP) degree from The American College of Financial Services, distinctively positioning him to help clients reach both their financial and philanthropic goals.
We are veterans in the financial services industry, and we welcome the opportunity to guide you and your clients through the often complex process of planning for and achieving financial goals.
Using our proven, results-based financial model, our knowledgeable professionals have managed settlements ranging from $50,000 to $40 million and assets in excess of $600 million.
Neither RMAC nor any of its subsidiaries make any representation about the suitability of the content of the website for any purpose. All content is provided “as is” without any warranty of any kind, either express or implied. We disclaim any warranties and representations with regard to the content, including but not limited to any implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
We shall not be subject to any obligations of confidentiality regarding information submitted through the website or any page hereof except as otherwise agreed to by RMAC, in writing, with the person(s) or entities having a direct relationship with us or as otherwise required by law.
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Montana landscape images, photo credit: Darrin Schreder, https://plus.google.com/104010452982204392250