Sean Pahut, a Financial Consultant with Montana Wealth Management, was Interviewed on Podcast About Working with a Financial Broker vs. Financial Planning Advisor

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to support better their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.

Listen to the interview on the Business Innovators Radio Network:

A financial broker is someone who helps clients buy or sell financial products. They work with various financial institutions to get the best deal for their clients. Financial brokers can provide a wide range of services, including investment advice, insurance products, and mortgage financing.

A financial planner is someone who helps clients create long-term financial plans. They will consider their current financial situation, goals, and risk tolerance to develop a plan that outlines how they can work towards their financial goals. Financial planners can also provide guidance on investing, retirement, and estate planning.

Pahut said, “While both financial brokers and financial planners can provide valuable services, there are some key differences that you should be aware of. One of the most important differences is that financial planners are fiduciaries. This means that they are legally required to act in your best interest which aligns their incentives with yours and helps ensure that they provide customized advice. Financial brokers, on the other hand, are not fiduciaries. Fiduciaries must adhere to a strict code of ethics. This helps to ensure that they are providing high-quality services.

Pahut says: “For over 25 years, I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon committing to my clients to follow a refined process because I believe this is the foundation for building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, personalized advice, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process.”

About Sean Pahut

Sean earned his degree in finance from Carroll College in Helena, Montana, and holds the series 7, 63, and 66 registrations through LPL Financial and a Montana insurance license. Giving back to the community is important to him. He has been a LT. Governor with Kiwanis previously served on the board of Marias Medical Center and has volunteered as a wrestling and baseball coach. He and his wife have two children and live in Great Falls, where they are active in their children’s school and sports activities.

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Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that the strategies promoted will be successful.

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