Who we help

Simply put. I offer services for anyone who wants to be in a better position and do something about it.

Pre-Retirees

It's a critical time in your life. You've worked hard and you are starting to think about stopping work or slowing down and enjoying time doing those things that you have always wanted to. Making sure that you will have enough is critical to ensure that this period of your life can be enjoyed to the fullest. Retirement can be a stressful transition but I work with people every day to successfully plan this and ensure that you can retire the way you want. The earlier you start this process the easier and more enjoyable it will be. Get ahead of everyone else.

Young Families

A lot is going on. I know, I am in this boat with you. Trying to find time while planning for the future and enjoy the present can be hard, if not impossible. And while thinking I will get to that later or that it will work its self out is usually the default, it won't happen. Don't wait Taking some small steps now will put you ahead in the future and allow you to enjoy the things that you want to do now.

Farmers

I know the farm is your main priority. That doesn't mean you shouldn't have a plan B. Unfortunately, you can't farm forever, whether you’re passing the baton to the next generation or looking at slowing down in the future you will need to plan for this with a smooth transition. Growing up on a dairy farm and still having an operating farm in the family has given me a deep understanding of the challenges farmers face, and that all the variables you need to worry about which makes you a unique business. The last thing you want to be doing is worrying about your finances or what might happen if you can no longer farm. Speak to someone who understands what you go through.