Independent Advice

Our Top Knot Formula is driven by personalized comprehensive financial planning and includes unraveling each sector of your financial life including:

  • Investment Management

    • ​asset allocation

    • rebalancing

    • stocks, bonds, ETFs and mutual funds

  • Retirement Planning

    • ​401k reviews

    • Roth IRA and Roth Conversions

    • Traditional IRA

    • Implementing Simple and SEP IRAs for your business planning needs

  • Risk Management

    • Life insurance reviews

    • Disability/income protection

    • Long-term care

  • Tax Planning

    • Coordinating with your personal CPA/accountant/attorney

  • Estate Planning

    • Exit Planning

    • Farm and Business Succession Planning

    • Cooridinating with your team of professionals including your CPA and Attorney

  • Debt and Cash Flow Management

  • Educational Planning including 529 plans

  • Charitable Giving and establishing personal giving strategies through use of IRA's, beneficiary planning, appreciated stock, etc.

Our process is designed to ensure our clients never outgrow our process, they grow into it, as their lives unfold and needs evolve.  We strive to build a lasting personal relationship offering comprehensive planning to you and the generations who follow. 

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