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Socially Responsible 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.

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.