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.