Broker Check

Resources

Value of Advice

The value of advice is changing. The nature of what investors expect from advisors is changing. And fortunately, the resources we have available are changing as well.

Agriculture

Our Agribusiness Services Group is dedicated to helping farmers and ranchers protect their family legacies. We believe that although the transfer planning is complex and goes far beyond estate planning, it's what you do when you love the ones who will be left behind. 

Impact Investing

For many of our clients, it is important that their investments align with their own personal values. This type of investing is referred to by various terms including Environmental, Social & Governance (ESG) based investing, faith-based investing and socially responsible investing. We have access to a broad array of solutions – private managers, ETF’s, mutual funds - for you. Below are two examples:  

Special Needs Planning

Our Partner, Jon Elfin, has first hand experience and specializes in Special Needs Financial planning. 

Planning for Young Families

As you begin your family there are many financial elements to consider and it is never to early to start planning! Review our checklist and contact us to begin.

Business Succession Planning

You built your business through hard work and long hours, don't let it disappear due to lack of planning. Complete the survey and contact us to begin.

Estate Planning

Estate planning is essentially an economic process that involves leaving behind a list of instructions for your family, advisors, and network. It spells out what you want after your death. But an estate plan is not just an ordinary list of instructions. It’s more like a list that is structured in a specific way and considered to be legal documents.