There are many financial products in the market, and so choosing the ones that best addresses an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:


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.