About Us

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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Our Work With Federal employees

We are experts in Federal Benefits, and how those benefits transition into retirement. We help Federal employees and their families with retirement income planning before and after they transition into retirement.

Richard Hays

Rich Hays, partner at Alpha Financial Services, founded his practice on his desire to serve those in his community. Rich has lived in Bozeman, Montana since 1972, when his father graduated from dental school in Washington and uprooted his family to the small town.

Brett Loomis

Brett Loomis, partner at Alpha Financial Services, has been helping families in the Bozeman, Montana community fulfill their financial goals for 22 rewarding years. After obtaining his license as a telemarketer, Brett decided to take a shift in his career and start helping people with their financial future rather than selling them a product over the phone.

The AFS Team

Choosing a financial partner is about far more than just finances.

Our Products & Solutions

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Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea…

When people think of life insurance they typically think of term insurance: Paying a fixed premium on a monthly basis for a guarantee* from an insurance company…

With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income…

Recognizing that no investor wants to have to pay more a cent more in taxes than necessary, we can analyze how certain …

Depending upon where you are in your financial lifespan, it may be appropriate for you to have a certain portion of your assets at risk…

You’ve worked hard for the past few decades, been disciplined in saving what you could, and went through the ups and downs of the stock market…

With over 2,728 rules, more than 567 different ways to claim Social Security, and possibly hundreds of thousands of dollars over the…

In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market…

So you can focus on

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives

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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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