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. Our experts have managed settlements ranging from $50,000 to $40 million and assets in excess of $600 million.
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 for financial professionals. This designated was earned due to our professional success in assisting clients and strict ethical standards.
Owner and founder Les Marsh holds a Chartered Advisor of Philanthropy (CAP) degree from The American College of Financial Services, which has successfully prepared him to help clients reach both their financial and philanthropic goals.
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 welcome the opportunity to guide you and your clients through the often complex process of planning for and achieving financial goals.
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.
Although we attempt to keep the information on the website accurate, complete, and current, we do not warrant that the content herein is accurate, complete, or current. We make no commitment to update the content herein. It is your responsibility to verify any information before relying on it. The content of the website may include technical inaccuracies or typographical errors. From time to time changes are made to the content herein. We may make changes in the products and/or the services described herein at any time. We provide you with this information with the understanding that we are not rendering accounting, legal or tax advice. Please consult your legal or tax advisor concerning such matters.
Montana landscape images, photo credit: Darrin Schreder