Our Expertise

Over the past 30+ years, Ranch and Rural Financial Resources has shown expertise in a number of different areas. These areas include:

  • Fee based investment advice
  • Unbiased financial planning
  • Global investing
  • Retirement planning strategies
  • Disability insurance planning
  • Charitable giving strategies
  • Tax planning using the Deferred Sales Trust when appropriate.
    *We do not provide tax advice: be sure to consult your tax advisor on your personal situation.
  • Estate planning strategies

Because we have no proprietary programs, we can stay 100% independent in our advice and strategies.