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Spitfire Financial Group

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Billings, MT
Spitfire Financial Group

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I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

Whether you're a business owner planning your exit strategy, a professional preparing for retirement, or a family focused on creating a lasting legacy for future generations, our team is here to provide the attention and tailored strategies you deserve. My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To address those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.

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• Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/02/2026

A little post-Halloween fun from Jeff Lethert and his family! We hope you enjoyed the weekend and made some great memories of your own.

10/29/2026

Scams are getting harder to spot. A call may sound like a family member, or a text may look like it came from your bank.

Our latest blog covers common scams affecting Montana families, retirees, and business owners, along with warning signs to watch for: https://www.spitfirefinancialgroup.com/blog/common-financial-scams-targeting-montana-retirees-families-and-business-o

10/26/2026

Fall in Montana has a way of reminding us to finish the jobs that are easier before winter settles in. Around the house, at the cabin, or in the business, a little preparation now can make the next season easier to manage.

Financial planning can work the same way. October is a good time to write down the questions that have surfaced during the year and decide which conversations should happen before December.

What is one thing you are hoping to finish before winter?

10/22/2026

An urgent request for money deserves a pause, even when the message appears to come from someone you know.

Before sending money or sharing account information, ask three questions: Did the person create pressure to act immediately? Did the request involve a payment method that is difficult to reverse? Have I verified the story using a phone number or contact method I already trust?

A familiar name, phone number, or voice is not enough by itself. Slowing down and confirming the request through another channel can help uncover an impersonation attempt. Consider sharing this reminder with someone in your family.

10/16/2026

October is a practical time to look back at what changed during the year and identify the conversations that may need to happen before December.

A job change, approaching retirement date, business decision, updated estate document, charitable plan, or new family responsibility can affect more than one part of a financial plan. Not every item requires immediate action, but bringing the pieces together can help clarify which questions are worth raising now.

If you would like to talk through the year-end considerations that may apply to your situation, give us a call: https://www.spitfirefinancialgroup.com/contact.

10/14/2026

A sure sign that winter is approaching in Montana: the high mountain roads are closing.

Beartooth Highway has closed for winter, and winter weather prompted an early seasonal closure of the alpine stretch of Going-to-the-Sun Road.

If you’re heading toward the mountains, check current NPS and MDT conditions before you go. Which Montana drive gave you the best view this season?

09/29/2026

Winter is on its way, here are few things to get yourself prepared for the cold weather:

🚗 For your car: Check your battery, tires, and antifreeze levels. Keep an emergency kit in your trunk with jumper cables, a blanket, ice scraper, and sand or kitty litter for traction.

🏠 For your home: Drain and shut off outdoor water lines before the first hard freeze. Have your furnace serviced before you need it. Check weatherstripping on doors and windows and stock up on heating fuel if you use propane or wood.

❄️ For your finances: Heating bills in Montana can run significantly higher from November through March. If that tends to create budget stress, the next few weeks are a good time to start setting money aside before the first bill arrives.

09/23/2026

If 2026 has been a good income year for your business, early Q4 is the time to make sure you're positioned for taxes before December 31. A SEP-IRA contribution, a timing decision on a major expense, or a conversation about your retirement plan structure can all make a difference come tax season. Take a look at what to plan for as a business owner: https://www.spitfirefinancialgroup.com/blog/the-top-7-mistakes-to-avoid-in-business-financial-planning

09/22/2026

Fall officially starts today, and if you haven't made it up the Beartooth Highway yet this season, make sure to plan ahead and keep an eye on the weather!

On the financial side, Q4 is closer than it feels, and if year-end planning has been on your list, this is a good time to get it on the calendar before things get busy. Give our team a call: (406) 657-9621

09/17/2026

If you have a traditional IRA, 401(k), or most other tax-deferred retirement accounts, Required Minimum Distributions are something you'll need to plan around before December 31. Dobie put together a breakdown of the 2026 rules - when RMDs start, how to calculate yours, and a few strategies, including Qualified Charitable Distributions, which are especially useful for Montana retirees who already give to charity.

Read it here: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

Address

2877 Overland Avenue, Suite B
Billings, MT
59102

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 2pm

Website

http://spitfirefinancialgroup.com/

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