Wealth Management Services We Offer For Businesses
Our Services
First, we strive to understand your goals. Next, we partner with you to create a customized strategy to help achieve those goals. Always, we adjust, and accommodate as your life and your goals continue to evolve.
Business Succession Planning
Based on your goals for the use of the investments (windfalls from sale of an asset, business, inheritance or settlements, et al), we plan and manage through life’s transitions.
Farm Business Succession Planning
We provide you an evaluation of the risk protection that meets your goals and contingencies. Then, if you choose, help you implement an asset protection strategy through the use of insurance (life, disability and long-term care) and annuity products. Fees for each specific solution fully disclosed for your consideration prior to issue of the insurance.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
sonjab@csvfinancial.com | (612) 638-2727