Other Services

General Reviews

In addition to our Investment and Insurance products and solutions, we also offer an array of advisory services. We routinely provide general reviews and second opinions for clients who wish to better understand their current situation or alternate options. It is our position that obtaining advice from a different perspective can be quite beneficial in the final assembly of a sound plan, and we will always tell you our honest opinion of your best course of action, even if the answer lies elsewhere.
 

Debt Solutions

Save for your future. Save, save, save. You’ve heard it all your life. Unfortunately no advice is universal and no two people are in exactly the same circumstance. Sometimes the best way to save for your future is FIRST to save yourself from a high debt load. Too often people will put money away in low interest savings while carrying a balance on a high interest credit card. This is just one example of good intentions going awry because of a lack of understanding or following unfit advice. We can help you to understand your debt and attack it in a way that helps you now and in the future.
 

Will Planning

Preparing a will may seem fairly simplistic in your mind, but once your thoughts need to be converted into legal and binding terms the process can quickly become confusing. While we do not produce wills through our office, we regularly offer our services in creating a template that covers all of your concerns in a well laid out format to take to a law office for completion of a will. Once that will has been drafted, we will again meet with you to review its contents and verify the accuracy. This free service can take a large burden off of the next generation.
 

Farm/Business Succession and Estate Planning

Succession planning can be complicated, and coming up with a solid arrangement that works for all parties can sometimes take an impartial consultant. Through our experiences in the industry, we have been a part of many such plans and have an assortment of helpful tips and tools that can be key, many times with an insurance or investment product being the essential cog in the machine.

All of these extra services and advice are offered free of charge by appointment. We will never bill you a cent for advice. All that we ever ask is that if our advice leads to the purchase of a product or solution that we be the first door you knock on to make it happen. Further to that end, if you find us helpful and are pleased with our services, recommend us to someone you think may appreciate an appointment of their own.