Comprehensive Confidential Planning

Planning for Your Tomorrow

Estate, Financial & Retirement Planning

Where no counsel is, the people fall, but in the multitude of counselors there is safety. ~ Proverbs 11:14 KJV ~

What We Do Areas of Expertise

Financial Planning

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Retirement Planning

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Business Planning

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Wealth Preservation

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Investment Management

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Farm Protection

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Estate/Legacy Planning

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Charitable Giving

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Building Legacies through Trust & Knowledge for over 35 years

Our Alliances


  • New FAFSA Favors Grandparent College Giving

    Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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