Financial Services and Strategies
- for you, for your business
Cape Cod's financial advisors to the not so rich and famous
Personal Financial Services
Investment Strategy & Management
We are independent, fee-only advisors; we advise, we don't sell.
Social Security & Retirement Income Strategies
Income analysis and planning; social security claiming strategies.
Income Tax Planning & Preparation
Hate the frustration and uncertainty in taxes?
Fee-Only Financial Planning Services and Investment Management
The Montgomery Financial Group, Inc. (TMFGI) is a Financial Planning and Registered Investment Advisory firm located in Orleans, Massachusetts. TMFGI provides Fee-Only Financial Planning Services and Investment Management to clients from all walks of life on an hourly, as-needed basis. We have no income or net worth minimums.
When you enter into an agreement for our services, an obligation is created to you, from us, called a "fiduciary relationship." We become obligated to serve your interests, and only your interests. Why is this important? A "financial adviser" who is not a fiduciary can give you advice that also benefits them, which means they are not impartial. We are. In other words, we do not benefit from the choices you make; we don't make money from investment actions you take.
Books, Payroll, Retirement Plan Administration
We will take care of bill payment, data entry, reconciliation of accounts, year-end reporting, and preparation for your accountant or tax preparer. Learn more...
We offer a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance and more. Learn more...
We have many years of experience administering a variety of retirement plans for local small businesses. Whether it’s a 401(k) or a SIMPLE IRA, you don’t have to navigate that often-winding road alone. Learn more...