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Tailored financial and insurance solutions for Great Falls locals.

Health Insurance

Clear guidance on plans that fit your family’s needs and budget.

Financial Planning Services in Great Falls

Financial Planning

Flat-fee planning for budgeting, debt, retirement decisions, financial goals and major life decisions.

Retirement Planning

Help evaluating retirement readiness, retirement accounts, income needs and investment strategy.

Investment & Portfolio Advice

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

Business Owner Financial Planning

Planning for business owners who need to coordinate personal finances, retirement savings and business decisions.

Health Insurance & Medicare

Help comparing individual health insurance, Medicare and coverage options.

Our Great Falls Office

Visit our Great Falls office for personalized financial and health insurance guidance tailored to your needs.

Address

1201 10th Ave S, ste 105
Great Falls, MT 59405

Hours

Mon-Fri 9am-2pm
3-6pm and Saturdays by appointment only

Meet Sydney Hudson, financial advisor Great Falls.

Sydney Hudson is part of the Battle Born Financial Advisor team in Great Falls and enjoys helping local individuals and families feel more comfortable navigating financial and insurance decisions.

A Montana native, Sydney grew up here and is now raising four children of her own. She also owns Big Sky Sips, giving her firsthand experience with the realities of running a small business, balancing family life, and making financial decisions when there are always competing priorities.

For Sydney, good service starts with getting to know the person sitting across the table. Financial and insurance decisions can involve unfamiliar terminology, competing choices, and a lot of uncertainty. Her goal is to make the process approachable, answer questions clearly, and help people connect with the right resources and guidance.

Sydney values being part of the Great Falls community and building relationships with the people and businesses around her. Whether you are looking for help with health insurance, beginning to think more seriously about your finances, or simply aren't sure where to start, Sydney can help you take the next step.

Have a question or want to meet with us?
Call or text our Great Falls office at 406-602-8800, or schedule an appointment online.

Great Falls Financial Planning & Insurance FAQs

What does a financial advisor in Great Falls 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 Great Falls?

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 can affect retirement. We can help you understand where you stand and identify areas that may need attention.

Do you work with business owners and self-employed people in Great Falls?

Yes. We work with business owners and self-employed individuals on both financial and insurance needs. That can include financial planning, retirement strategies, investment questions, health insurance, and coordinating personal and business financial priorities.

Do you help individuals and families with health insurance in Great Falls?

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

Can you help with Medicare in Great Falls?

Yes. Our Great Falls 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 Great Falls team, including Sydney Hudson, 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 Great Falls office?

Yes. Our Great Falls office is located at 1201 10th Ave S, Suite 105, Great Falls, MT 59405. In-person, phone, and virtual appointments are available.

Do you only work with people who live in Great Falls?

No. While our office is located in Great Falls, we also work with people throughout Montana and can serve many clients virtually depending on the service they need.

Get in Touch

Reach out to our Great Falls team by phone, email, or visit us in person or online.

Phone

406-602-8800

Email

BattleBornFinancialGreatFalls@bbfausa.com

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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