Broker Check

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