Who we Serve
We have many years of experience helping farms with income, investments, and estate and tax planning coordination needs. Let us be your go-to contact to work with estate lawyers and your accountant while managing your finances as you manage the farm.
We work with couples and families to coordinate their finances. Each family and each couple have different situations that need to be navigated. We work with couples to help them coordinate their financial strategies. We also work with families and their children. Whether it is saving for kids’ college or passing wealth to the next generation, we work with families to realize their goals.
A variety of questions arise regarding financial planning for small business owners. Small business owners typically start their company based on their areas of expertise and quickly find themselves bogged down with figuring out finances, HR responsibilities, accounting, and other headaches that take time away from their skills and business purpose. Instead of questioning if you are doing the right thing, our goal is to help you find peace of mind through education and a professional opinion. As an independent locally-owned business in Sioux Falls, we have years of experience and practical solutions. If you own a small business and are tired of the guesswork and research involved in figuring out financial solutions, contact us.
Dentists and other doctors often start working with high amounts of debt and high income. Using this income effectively can help you build wealth, but if not put to use, lifestyle can creep up on you without building your net worth. Dentists also often have opportunities to buy into their practice or start their own. These ownership decisions are ones that we can help you navigate efficiently.
You’ve worked your whole life for an income and to save money. What does creating a paycheck from your savings look like now? Having a financial advisor by your side as you figure out when to take Social Security, how to create a paycheck, and coordinating account withdrawals can help you navigate complexities with confidence.
Preparing for retirement is a key time to meet with a financial advisor. Choices you make now have the power to impact your wealth into retirement. Let’s partner today to look at your current savings, income, and what changes made today can set you up for future success.
401(k)s offer great savings incentives but often come without a lot of direction. Do you have an old 401(k) from a previous job that is sitting with no oversight? Let us talk through your rollover options and the consequences and opportunities each option provides. Old 401(k)s are easily forgotten about, but there are solutions that can allow increased flexibility and management.