As a wealth management firm, we do far more than just manage investments. We take a comprehensive planning approach to address all areas of your
Investment Management
How should I invest my money for retirement? Should I invest in index funds? Should I invest in an annuity? What is the…
Retirement Planning
How much do I need to save each year? What type of retirement plans should I invest in? At what age should I start taking Social Security?
Farm and Ranch Sale Planning
Selling a farm or ranch can create significant tax consequences. We help our clients save tax on the sale and create passive income…
Tax and Estate Planning
How can I avoid probate? Should I have a trust? What type of trust should I have? How can I reduce or avoid estate taxes? How can I save income…
401(k) Retirement Plan
Does your 401(k) suffer from poor plan design, limited and inferior investment opportunities, excessive costs or bad investment management?
Charitable Giving Planning
There are many ways to give to charity. Most people simply donate cash to charities or leave money to charity through their will. Doing so, however, does not maximize the tax benefits…
Meet Chris
Chris has over 25 years experience in helping people grow and preserve their wealth. With his extensive experience, he can help you successfully navigate today’s complex financial world.
Second Opinion Service
With all the disruption and volatility in the financial markets over the last several years, many investors are actively considering switching their financial advisors.