Financial Planning

Your financial plan is completely unique to your own circumstances, preferences, and values. We will get to know you before creating a custom plan to meet your goals for income and cash flow, wealth preservation, and distribution planning.

We’ll help you start a financial plan from scratch that will meet your needs for your lifetime and beyond.

Estate Planning
Estate planning includes:
  • Management of your wealth now and into the future
  • How you want to be cared for if you become incapacitated
  • Care of your minor children or adult dependents with special needs
  • Charities you want to benefit
  • Insurance strategies
  • Steps you can take to avoid unnecessary taxes and legal fees
If you already have a will and/or trust document, we’ll be happy to make a confidential, no-obligation review and make recommendations for enhancements.

Succession Planning
Whether you plan to sell your business or pass leadership on to heirs or employees, we offer guidance to avoid financial pitfalls and maintain continuity in your business or farming operation.

Estate Settlement
Estate settlement involves protecting a deceased person’s property until all debts and taxes have been paid, and ensuring that the remaining assets are properly transferred in accordance with the person’s wishes. We can act as a professional third party in administering the terms of your will and/or trust after your death, whether as a designated
trustee, cotrustee, personal representative, or as a professional advisor to those you so designate.


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