Broker Check

What makes our services different?

  • Family Consultation: We will walk you through the delicate conversations involved in fair estate decisions for both farming and non-farming heirs.
  • Financial Team Coordination: We work alongside the team of financial & legal advisors you choose.  By coordinating the efforts of your lawyer, accountant, and banker, we are able to provide a comprehensive service you can trust.
  • Annual Plan Reviews: Each year, we will review the decisions you have in place and make any necessary adjustments to accommodate the ever-changing nature of life.
  • Strategies for Farm Families: We believe that farm families have unique needs, concerns, and values that many advisors don’t address.  Our expertise & passion is agriculture, and you can trust that we’ll do what’s in your best interest.