“You’ve worked hard to keep your money. You deserve to keep it working for you.” 


That’s our goal.


Retirement & Income Planning

  • Do I have enough money to retire?
  • When can I retire?
  • What will retirement look like for me?
  • What are my options with my work pension?
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Estate Planning

  • Who gets my money when I die?
  • How can I protect my assets from taxes and other costs?
  • How should I address family concerns regarding my estate?
  • How will I support my child with a disability?
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Farm Succession Planning

  • How can I pass on my family or corporate owned farm to my children?
  • Should I give equal shares to my children?
  • How will major decisions be made?
  • Should I incorporate my farm?
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