Our Background
Our passion for planning, advising and investing for farmers and business owners comes from our own background as a family-owned business in the farming and agriculture industry. Having lived, owned and worked our farm in Creston, Iowa for over 30 years, we understand the unique planning needed for businesses and families like yours. We still own and run our Creston farm, in addition to our business advisory and financial planning business. We are committed to understanding the unique needs of your family, and provide planning and investing services with the same care, quality and attention to detail we would expect from our own.
Mike Moffitt, ChFC,CEPA,CVB
Founder
(641) 782-4104
Whether it’s estate planning or retirement planning it’s important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and...
Matt Stange
President, Financial Advisor
(641) 782-4104
Sam Zurcher
Financial Advisor
(641) 782-4104
Jenny Snow
Office Administrator