Financial Advisor in Homer, MI
Wealth management for Homer families
Homer is a village where wealth tends to live in land, equipment, and a family business rather than a brokerage statement — and that kind of wealth takes different planning. Grain prices, land values, and equipment depreciation are as much a part of the conversation as any portfolio.
We work with Homer-area farm families and small-business owners on the questions that actually decide their retirements: when to transition the operation, how to turn land into income without a tax disaster, and how to treat kids fairly when one farms and the others don't.
About 20 minutes from our Marshall office via M-60. ZIP code served: 49245.
Planning realities we know in Homer
Farm succession and land sales
Selling or renting out farmland is a retirement plan, a tax event, and a family conversation all at once. With a CPA on staff, we help structure the transition — installment sales, leases, entity questions — before the paperwork gets signed.
Fair is not always equal
When one child stays on the farm, splitting everything evenly can break the operation. We help families design estate plans — coordinated with Wealth.com — that keep the farm workable and the family whole.
Retirement income without a 401(k)
Many self-employed Homer households never had an employer plan. We build income from what you do have — land, business proceeds, IRAs, and Social Security — and set up the right self-employed retirement accounts while there is still time to fund them.
Services for Homer households
Questions we hear from Homer
We are a farm family, not investors. Is this still for us?
Yes — arguably more than for anyone else. The stakes in farm transitions are high and the tax rules are unforgiving. We speak both languages: the operation and the portfolio.
Can you coordinate with our accountant and attorney?
Absolutely, and we prefer it. We have a CPA on staff for tax strategy and use Wealth.com for estate documents, but we regularly work alongside your existing accountant and attorney.
How do meetings work from Homer?
Our Marshall office is about 20 minutes up M-60, or we can meet by phone or video — including early or late appointments around planting and harvest.
Talk with an advisor about Homer
Tell us a little about your situation. We'll follow up within one business day.
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