We work with farmers, business owners, and other professionals who are financial delegators. Our clients have a net worth of $1-$20M and want help putting a plan in place for their wealth. What you can expect from us:

2. Discovery Process MEETING

• We will send you our Seeding Process Guide that will help answer questions in seven key areas: Investments, Tax, Estate, Insurance, Risk, Debt, and Cashflow.
• After this meeting, we would look to move forward with you becoming a client.

3. Create Your Personalized Seeding Plan

• No two plans are alike. We would start with gathering information to open your accounts. This is when our team really goes to work for you to….
• Meet our dedicated group of professionals – insurance, estate, tax and portfolio management.
• Have our Goals & Clarity Planning conversation clarity.
• Create your Estate Binder – a detailed binder that has all your legal, financial and other important documents 
• Have an independent plan made for your investment portfolio and optimize it tax efficiently
  

4. On-going communication

Once we create your personalized roadmap, you will receive from us a minimum of 18 points of contact from us which includes:

• Two in-person or virtual meetings annually to discuss whether you are on track to meet your Goals
• Four phones calls to review what is happening in the markets and our thoughts
• Four personalized emails to give you new ideas for your financial plan
• Two phone calls with your accountant to optimize your tax strategy
• ·12 update videos (monthly) on our thoughts on the markets and financial planning ideas to consider
• Invites to educational webinars
• Invites to in-person events
  

• Click to schedule a meeting with us today to have our “Right Fit” Conversation
  

• Click to visit our YouTube page for helpful videos