01. About Us

We provide holistic plans with an emphasis on estate planning and business succession planning. Accumulating a large estate or building a successful business is of little value if it goes to the wrong people when something happens to you. Our careful attention to your future gives you financial confidence.

02. Our Philosophy

The core of who we are is rooted in loyalty and trust — the foundation from which we grow a relationship with our customers. From first-time investors to those pursuing stability for their twilight years, we are here to support, educate and offer insight to every individual. We care as much about why you are investing as what you are investing in.

03. Our Process

First, we help you identify your goals. Then, we develop and implement a plan to help you work towards those goals. We take a collaborative approach that draws upon multiple professionals. All along the way, we stay in touch as your circumstances change, preparing you to succeed.

Our Team

Our professionals manage assets for individuals and families, providing investment management, and financial planning services.

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Our Services


Succession Planning for Farm / Business Owners

Each farm / business has its own story, but how will it read 10, 20 or 30 years from now? Will the farm/business continue to support and build the family, or be a contributing member of its community? Where do you start, in order to ensure positive answers to these questions?

Estate Planning

For some people, financial planning primarily seeks to address how to build up their nest egg and make it last through retirement. But many others desire to ensure that their estate delivers benefits beyond their own retirement — producing a lasting legacy even after they have passed.

Investment Planning

We are constantly engaged in subconscious acts of investment planning when it comes to our time: Would these next two hours best be spent visiting a friend at the hospital or taking in that ball game? So why don’t we invest the same thoughtful time in planning our investments?

Retirement Planning

For decades, we plan what type of education, skills training and professional designations we’ll acquire. We also spend time considering which industries are the best places to work and carefully strategize our every career move. Sadly, though, we often forget to plan for “life after work”!

Insurance Planning

If there’s one thing certain about life, it’s the uncertainty that living it brings. You may think you’ve covered all the bases, yet life sometimes has a funny way of throwing you a curveball. Fortunately, you can hedge your bets against the unintended through prudent insurance planning.