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:

  1. Farm Succession Planning
  2. Retirement Planning
  3. Asset Management
  4. Tax Planning
  5. Risk Management
  6. Insurance
  7. Estate Planning
  8. 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.

Financial Planning Services For Farmers | Shore Wealth Management