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Financial Planning Services

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.

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.

Tax planning

 No one wants to 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.

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.

Risk management

Do I have the right insurance? We'll review what you have and determine if your coverage is  serving it's 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 succession

What's the best way to pass on the farm? We provide resources 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.

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