Life can throw a lot at you, but we are here to help keep you covered. We offer a variety of life planning services including investment management, personal trust services and financial planning. Let us help you.
Life Planning Services
Bill Paying Services
Fiduciary Agency Services
Why do all the work, when you don’t have to? Let us step in as fiduciary agents and take some of the burden of financial management off of your plate.
Irrevocable Life Insurance Trusts
If you’re thinking of setting up an Irrevocable Life Insurance Trust, our team can assist you. We can explain the pros and cons and if you decide it’s a good fit, we will manage assets in accordance with the trust.
Professional Farm Management
Our professional farm managers represent landowners to optimize farm income and maintain the integrity of the farmland.