What services does Farm Financial Strategies provide?
- An inventory of what you already have in place, in order to discern your unique situation and needs
- A personalized and thorough strategy for how to best protect your assets
- Assistance with attorney, accountant or bank appointments to walk you through putting decisions in action
- Meeting with your entire family, if desired, to explain options in detail and address concerns (Often, a neutral third party can mediate sensitive discussions more effectively than a family member can.)
- Annual reviews thereafter
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