Doyle Ranstrom (CFP®, MS)

Doyle Ranstrom focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Doyle Ranstrom is a Certified Financial Planner® with a Master's in Financial Planning and a NAPFA-Registered Financial Advisor.  With over 40 years in the financial service business, I am experienced in all areas of financial planning.  We are a fee-only firm billed hourly and clients can be assured of informed impartial advice and recommendations.  

We specialize in pre-retirement planning, post-retirement planning, cash flow, money management, risk management, and estate planning.  

Regarding money management, we help clients develop a money management strategy using a series of investment criteria.  As an hourly planner, we do not manage money or represent any type of investment product.  There is a saying, "you do not know what you do not know" and a primary objective is to educate clients on all types of investment options and strategies helping them make the best possible decisions for their situation.     

In the past 40+ years, there have been many changes in the financial service business and long-term financial planning.  In this new normal, and I do believe we are in a new normal, it is essential each individual/household review their current financial status and all aspects of their long-term financial plan.  This is especially important for those who are retired or are approaching retirement as I suspect the margin for error has decreased.      

Additional Information

On my website along with various social media websites, I write a weekly blog on various topics which range from financial planning concerns, commentaries on current events especially as they relate to long-term planning and humorous articles based on personal experiences.  

I also write a commentary for the Lone Peak Lookout in Big Sky, MT.  

I have developed a presentation entitled "Long Term Trends Which May Affect Your Future or the New Normal" which I have given at various venues.  I believe this presentation is very important as it relates to long-term planning.     

Personally, I am an avid reader of various genres.  I also enjoy outdoor activities including bicycling, hiking, and cross-country skiing.   I have biked across 20 states including the US in 2011.  Finally, I am an obnoxiously proud grandparent.  

NAPFA Start Date

June 09, 2020

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This Office

127 Rose Hip Cir Big Sky, MT 59716

Other Offices

14353 N Spanish Garden Ln Oro Valley, AZ 85755-9347