Our financial planning services include:
Investment Management
Am I invested in the right “stuff”? Am I too aggressive, too conservative or just right? We’ll review your investments and provide options and strategies that suit your unique objectives to help you invest in a way that you can feel confident you’re being a good steward of your money.
Retirement Planning
Do I have enough to retire? When should I start social security? Should I be making investment changes? We’ll guide you through key considerations and strategies so you can feel confident about making a career transition on your terms.
Tax Planning
No one wants to get killed in taxes, which is often one of our biggest expenses. To that end, we will help you evaluate and consider specific strategies that could save you material tax dollars. We review your tax return and your specific situation each year to identify planning opportunities.
Estate Planning
How do I make things easy and equitable for my heirs? Do I need a trust? These are just some of the questions we’ll help answer as you draft these documents with a legal professional. We will review your documents to confirm they are in alignment with your intentions.
Risk Management
Do I have the right insurance? We’ll review what you have and determine if your coverage is serving its intended purpose. Our partnership with Crump Life Insurance gives us access to some of the largest carriers of fixed insurance plans and fixed and immediate annuity products.
Farm Wealth Planning
Farm assets present unique financial planning challenges and opportunities. We specialize in integrating farm-related income and holdings into your overall financial plan, optimizing tax efficiency with the legacy you envision for your family farm.