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Financial Planning

Planning for accumulation, conservation and ultimate distribution of your property.

Investment Management

Managing investment strategies based on your goals and risk preferences.

Retirement Plans

Helping your employees to confidently prepare for a dignified retirement.

Employee Benefits

Providing cost-effective benefit plans that meet your employees’ needs.

Executive Benefits

Providing incentive plans to build a strong and loyal executive team.

Succession Plans

Preparing for a secure and orderly transition of company ownership.

Personal Insurance

Providing important financial security for you and your family.

Business Insurance

Providing thorough and cost-effective business risk management plans.

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Serving Families and Businesses in the Agriculture Industry

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Blogs

What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...