Charter Oak Financial
Areas of expertise: Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Legal Issues and Business Structures, Transfer Planning
Description:
My work focuses on managing farm, business, family, and financial risk and planning for issues such as farm transfer/ business succession and estate planning. I also help coordinate various financial, legal, and tax programs of farm families. This is accomplished through a collaborative, comprehensive planning process.