Investment Management
When a fiduciary manages your wealth, your interest always comes first.
Individual Retirement Accounts
Start building your retirement savings through Roth IRA, Traditional IRA, and Inherited IRA.
Corporate Trustee
Name us as Trustee to professionally manage your trust.
Land Management
Professional Farm and Ranch Management services.
Comprehensive Financial Planning
A plan as simple or complex as your needs require.
Retirement Planning
Nearing retirement? We can focus on your retirement and help develop a roadmap for your retirement needs.
Tax and Estate Planning
We embrace a team approach with your accountant, attorney or other professionals to meet your financial goals.
Save for College
Save for your child, grandchild or other loved one through a 529 plan.
Foundation and Endowments
Leave a legacy for future generations.
Employer Sponsored Plans
We can help you determine and establish the best plan for your business through a SEP IRA, SIMPLE IRA, 401(k), 403(b), 457, 414(h)
Consolidate Accounts
Under one roof, your Employer Retirement Accounts, IRA’s, Brokerage, and other investment accounts can be easily managed and analyzed
Other Services
Health Savings Accounts, Precious metals, closely held stock in your IRA, and more.