Financial & Insurance Services in Roundup

Tailored financial and insurance solutions for Roundup families.

Health Insurance

Help comparing individual and family health insurance, including coverage for self-employed individuals and small-business owners.

Medicare Help

Local help understanding Medicare enrollment, Medicare Advantage, Medicare Supplements and prescription drug coverage.

Financial Planning

Flat-fee planning to help with budgeting, debt, retirement decisions, investments and other financial goals.

Retirement Planning

Help determining whether you are on track for retirement, evaluating retirement accounts and creating a strategy for the transition from saving to retirement income.

Investment & Portfolio Advice

Portfolio reviews, investment allocation, diversification, risk analysis and ongoing investment management when appropriate.

Roundup Financial Planning & Insurance FAQs

What does a financial advisor in Roundup help with?

We help individuals and families with financial planning, retirement, investments, budgeting, debt, insurance, and other important financial decisions. You can work with us for a comprehensive financial plan, a portfolio review, or help with a specific question.

Do I need a minimum amount of money to work with a financial advisor?

No. Our flat-fee financial planning services do not require a large investment portfolio or a minimum amount of assets. We work with people at many different stages of their financial lives.

Do you offer flat-fee financial planning in Roundup?

Yes. We offer flat-fee financial planning based on the type and complexity of help you need. You can receive professional financial advice without committing to ongoing investment management.

Can you review my investments without managing them?

Yes. We offer portfolio reviews and second opinions for people who want professional input while continuing to manage their own investments. We can review allocation, diversification, risk, expenses, and rebalancing and explain what changes may be worth considering.

Can you help me determine whether I'm ready to retire?

Yes. Retirement planning can include reviewing your savings, investments, Social Security, expected income, expenses, healthcare costs, and other factors that may affect retirement. We can help you understand where you stand and identify areas that may need attention.

Do you help self-employed people and families with health insurance in Roundup?

Yes. We help individuals, families, self-employed people, and small-business owners compare health insurance options and understand premiums, deductibles, provider networks, and available coverage.

Can you help with Medicare in Roundup?

Yes. Our Roundup team can help you understand Medicare enrollment and compare Medicare Advantage, Medicare Supplement, and prescription drug coverage options. Our goal is to explain the differences clearly so you can make an informed decision.

Who provides investment advisory services?

Investment advisory services are provided through appropriately registered investment professionals. Brent Leavitt, CFP®, is an Investment Advisor Representative of Interactive Financial Advisors. Battle Born Financial Advisor and Interactive Financial Advisors are independently owned and operated.

Our Roundup team, including John and Shelia Adams, can help you get started, answer general questions, and connect you with the appropriate professional when investment advice is needed.

Can I meet with someone in person at your Roundup office?

Yes. Our Roundup office is located at 24 3rd Ave W, Roundup, MT 59072. In-person, phone, and virtual appointments are available.

Do you only work with people who live in Roundup?

No. While our office is located in Roundup, we also work with people throughout the surrounding area and across Montana. Depending on the service needed, virtual appointments are also available.

About our Roundup Office

Conveniently located in downtown Roundup, Montana, near local shops and community landmarks.

Address

24 3rd Ave W
Roundup, MT 59072

Hours

Mon-Fri 9-4
Appointments preferred, but walk-ins welcome if we are in the office.

Meet John and Shelia Adams- our Roundup Team

John and Shelia Adams are part of the Battle Born Financial Advisor team in Roundup, helping individuals and families understand their health insurance options and find coverage that fits their needs.

John is a U.S. Navy veteran who grew up in Washington, while Shelia was raised in Central California. Together, they have six children and a growing family that now includes grandchildren and even great-grandchildren.

After years of work and raising a family, John and Shelia moved to Montana with plans to retire and enjoy a slower pace of life. Retirement, however, turned out to be a little too quiet. They soon joined their daughter’s business and found a new way to stay involved by helping people navigate health insurance.

They understand that insurance can be confusing, especially when plans, premiums, networks, and coverage options seem to change constantly. Their goal is to make the process more personal and easier to understand, whether someone is looking for individual health insurance, Medicare guidance, or simply needs help figuring out where to begin.

John and Shelia are proud to call Montana home and enjoy being able to serve people in Roundup and the surrounding communities.

Our Battle Born Promise

We explain your choices clearly.
We identify important costs, limitations, and tradeoffs.
We make recommendations based on the information you provide.
We tell you when another professional or solution may be a better fit.
And we care about what happens after the decision is made.

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