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Financial Planning Services

Our financial planning services include:

Retirement planning

We’ll guide you through key considerations and strategies so you can feel confident about making a transition when the time is right. Through ongoing education and assistance, you’ll get the objective advice and guidance you need.

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 your attorney.  We will review your documents to confirm they are in alignment with your intentions.

Farm succession

We provide solutions that will help transition your farm operation on your terms. We will help coordinate the process and work together with other professionals to help implement a plan that matches your vision.

Investment management

We’ll review your investments and provide options and strategies that suit your unique objectives to help make sure you're invested in a way that gets you closer to reaching your goals.

Risk management

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, giving you more choices as you design your financial plan.

Tax planning

 We will help you avoid paying any more in taxes than necessary. To that end, we will help you evaluate and consider specific strategies that could save you significant tax dollars.  We review your tax return and your specific situation each year to identify planning opportunities.

Comprehensive List of Services

Have peace of mind knowing your money stays with established institutions you can trust:

What It Costs

Cost is a percentage of your total account values under management.  Your success will determine our success. In other words, we all have skin in the game.

Assets Under Management (AUM)
Annual Fee
Under $500k
$500k - 1M
$1M - 2M
$2M - 5M
$5M+ 0.50%

Find Out More About Who We Serve