Welcome Friends of
Montana Stockgrowers Foundation!
My Farm & Ranch: Transitioning and Retirement Planning
Did you know that the average age of a farm operator in the U.S. is 57.5 years old? At age 57, every farmer or rancher should be considering - or have already considered - how they are going to transition their farm or ranch and what their retirement will look like. Now, you may plan to work forever. But this may not be realistic, and regardless, you can’t run your ranch from the grave.
Montana Meets Texas
Bret and Angela Robinson are the second generation of a Life Planning and Wealth Management firm that focuses on helping people live Life on purpose.™ Bret grew up on a ranch in Big Sky Country. Angela grew up in rural Texas with the family business. Today, they call both home with their two boys. What started with a few introductions in Montana has founded the need to open an office the great little town of Three Forks in 2025!
Bret and Angela have a true passion to help ranchers and business owners simplify their success issues. Kennedy Financial Services is dedicated The Cowboy Way to provide leadership with a servant heart, innovation without the loss of integrity and last, but not least…grit.
Kennedy Financial Services offers a holistic approach to all things planning and finance through a disciplined approach that addresses what they call the 8 Life Planning Issues.
- Family Support
- Charitable Gifting
- Legacy Planning
- Business Succession
- Taxes
- Liabilities
- Insurance
- Investments
They know better than anyone that success comes with a price—complexity! Their goal is to turn it into clarity and give you the confidence you need to live the life you want…on purpose and not by default!
Our Team
Relationships begin with first impressions and our team is committed to providing you the best service possible.
Why Life Planning
What does it mean to live LIFE on purpose? We believe in doing things the cowboy way.
Articles
With decades of experience in various life planning areas, our educational library of articles is here to help give you clarity.