Broker Check

Meet Chris & Lacey

  • Chris is 45, Lacey is 41, they own and operate a cattle and row crop operation.
  • Have savings account at the bank but no long-term investing or retirement plan.
  • Concerned with the future of farm.

How I Helped:

  • Worked through the "3D" process to create a comprehensive financial plan to ensure the farm is passed seamlessly to the next generation. 
  • Identified what goals they wanted to achieve with their business and developed strategies for completing them.  
  • Completed a life insurance gap analysis for each and increased coverage.  
  • Created an online account and consolidated all financial information into one easy and organized location. 

*This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.