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Business Owners
A tailored wealth service built specifically for business owners, combining personal wealth strategy with hands-on business consulting.
This service is designed for enterprises valued between $2 million and $20 million that want to create meaningful impact for their family, employees, and legacy, not just maximize cash flow.
Explore Our Service Designed Especially for Farmers & Ranchers
First Meeting Essentials
Financial planning for farm owners goes beyond immediate needs. It’s about creating a clear, strategic vision for the future.
Whether you’re transitioning the farm to the next generation or preparing for a sale, having a thoughtful plan provides confidence and clarity.
By diversifying investments beyond the farm, you add stability and flexibility to protect your wealth. This approach honors your legacy while securing your family’s financial future.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Tax Returns
Personal and Business, Tax Advisor Team Contact
Insurance
Life, Long-Term Care, Crop and Livestock, Inventory, Liability, Disability, Agent Contact
Financial Statements
Balance Sheet, Income Statement, Statement of Cash Flows
Debts
Personal and Business
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Team Contact
Structure
Business Structure and Governance Documents