Our Process
Our Wealth Management Process is rooted in the relationship we have with you. When cultivating our relationship, we look for you to educate us on what is most important to you. Together, we will combine the vast resources available to us to create a comprehensive plan and strive toward the goals and objectives that we have collaboratively prioritized.
Our Mission
At Cultivate Wealth Management, we are focused on cultivating client relationships for the long-term. We spend the time to understand your values and help you make the most informed decisions necessary to cultivate your wealth. We provide Comprehensive Transition Planning for individuals, business owners and entrepreneurs with a specialty in working with those in agriculture and ag-related businesses.
CULTIVATED FOR YOU
Your Goals are the Key to Growth
Like the strongest of trees, the seeds you plant today can lead to a lush canopy of comfort, shelter, and protection.
Organic growth underlies all that we do at Cultivate Wealth Management. Together, we’ll design a roadmap that starts with the future you want and works towards your dream retirement. Our approach seeks to help your retirement weather the harshest of storms.
Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Financial Planning
Preparing for the future can be overwhelming. Carefully preparing your Financial Plan can help alleviate some of the stress. Let us help you create and execute a plan that’s tailored for you.
- Investments & Risk Management
We utilize sophisticated and disciplined Risk Analysis tools to pinpoint your Risk Number and implement a portfolio that contains just the right amount of risk for you.
- Retirement
Retirement means different things to different people. We can help you build a retirement strategy with meaning to help you achieve the retirement you deserve.
- Estate Planning
Every Estate Plan is unique. We help you navigate the complexities and begin to develop an Estate Plan that best meets your goals and desires.
Keys to Investing for Retirement
Revising Estate Strategy Assumptions
Your Cash Flow Statement