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Client Centered

At Shore Wealth Management, we understand that farmers are part business owner, part property manager, and part commodity trader. Farming is a difficult business that is based largely on timing and requires integrated planning.

We have developed a disciplined process to assist our farm clients with the following:

  • Farm Succession Planning
  • Retirement Planning
  • Asset Management
  • Tax Planning
  • Risk Management
  • Insurance
  • Estate Planning
  • Charitable Planning

Coming from a farm family, we understand the need to create a tailored plan that provides a forward-looking strategy. We strive to synchronize the goals of the farm family with the farm business.

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