39 North 7th Street,
Leave a Lasting Legacy
We typically work with two types of clientele:
Every financial decision you make will have a direct impact on your eventual retirement. Whether you are a recent college grad or a veteran of your industry - the choices you make today will affect you for the rest of your life.
When working with individuals and families, we design forward-thinking strategies focused on retirement. Planning to buy your first home, sending your child to college, and budgeting your monthly income all play a part in how you will spend your life post-career.
Unlike traditional business owners, your livelihood and legacy is tied up in your land.
Our office specializes in helping farmers, equestrians and landowners navigate this unique financial situation. From estate planning to multi-generational wealth planning, we will work with you to understand and overcome industry-specific obstacles you may face.
No matter who you are or what your needs happen to be, you can expect financial planning advice that is thoughtful, personalized and second to none.