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Financial Planning Services & Fees

Expertise You Need.

Service you deserve.

Financial planning is an in-depth and comprehensive process, and we take the responsibility very seriously. Our goal first and foremost is to gain your trust from the very beginning so you can feel good knowing everything we do is in service to you.

Throughout our partnership, we expect to provide you with the confidence you need to focus less on your finances and more on enjoying the things that are truly important to you.

Our financial planning services include:


Retirement planning

We’ll guide you through every step of the process so you can feel excited about your new chapter. Through ongoing education and assistance, you’ll get the objective advice and guidance you need.

Estate planning

Who gets what? What goes where? 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 can help you create a succession plan for your farm that supports your family’s goals. 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 additional options that suit your unique objectives, timeframe and risk tolerance to help make sure every dollar 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 navigate your retirement.

Tax planning

With every financial decision comes small or substantial tax implications. Because of this, we will always evaluate any potential tax consequences before advising you to spend or invest your hard-earned money.

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

What It Costs


Assets Under Management (AUM)
Fee
Under $500k
1.35%
$500k - 1M
1.1%
$1M - 2M
.9%
$2M+
$10k flat fee + .3%


Find Out More About Our Services