Spitfire Financial Group is a financial planning and wealth management firm based in Billings, Montana. The firm works with business owners, professionals, and families navigating financial transitions, preparing for retirement, or building a lasting legacy. Its approach emphasizes personal relationships, clear communication, and strategies tailored to each client’s circumstances, goals, and values.

Spitfire offers personalized financial planning and portfolio management, including investment selection, asset allocation, and ongoing portfolio monitoring. Retirement planning helps clients prepare for the transition from accumulating wealth to using it, with guidance on structuring income and planning for the next stage of life. For business owners, succession planning addresses options such as selling a business, transferring it to family, or transitioning it to employees.

The firm also provides estate and legacy planning guidance, including education on wills, trusts, asset transfers, and strategies that may help minimize taxes. Tax planning considers the potential tax implications of investments, retirement withdrawals, and legacy decisions, with the aim of identifying opportunities to reduce tax burdens.