Typical Clients

Farmers

After helping farmers for almost two decades, we understand the importance of growing and maintaining your assets, as well as properly passing down the farm to the next generation. We’ll be with you every step of the way, making sure you and your family are taken care of for years to come.

Healthcare Professionals

We understand that factors such as high educational debt, a delayed career start, and high-income earning potential make your financial situation unique. We’re here to provide tailored solutions from residency to retirement, so you can focus on what matters most – your patients.

Business Owners

As business owners, we see first-hand the complexities of managing your personal and business finances. We come alongside you to cut through the clutter and develop solutions for your specific situation, always making sure your family and your business are well taken care of.

Corporate Executives

As a company executive, you know how important proper planning is - both in business and in your personal life. We understand your time is valuable and that your planning has unique challenges, such as company stock benefits and special tax burdens. We can help you optimize the benefits of your successful career so that you can focus on your company's objectives.

Pre-retirees

Many of our clients choose the "DIY" method through the accumulation phase, but when you want confidence that your plan is on track, we can help identify pitfalls and offer guidance for a smooth transition throughout retirement.

Retirees

We know you need confidence that your plan is flexible enough to accommodate life events that may come after your working years. We are here to help you navigate through the changes and help you adjust and evolve as your needs change.

Charitable Donors

Achieving your philanthropic goals through charitable giving can leave a lasting legacy for generations to come. We are here to help you determine the most effective gifting strategy for your financial circumstances.