What makes this advisor different? I work only for you!
Raymond Riel, Farm Transition Manager
I grew up on a family farm and have more than 25 years of experience as a financial advisor. Over time, I have built a unique, advice only, holistic planning process that considers both the technical financial challenges of transition planning and family dynamics.
I provide objective unbiased advice, and do not sell accounting services, investment or insurance products.
I work for you and your family, and only for you (fiduciary CFP), on an hourly basis, as your family farm consultant to build transition plans that are completely transparent and easy to understand, yet will bear the technical scrutiny of your accounting, insurance and investment professionals.
If you are searching for unbiased, objective advice, get in touch in today.
CFP (Certified Financial Planner; Financial Planners Standards Council)
CLU Retired(Chartered Life Underwriter; Inst. of Advanced Financial Education)
CHS * Retired(Certified Health Insurance Specialist; Inst. of Advanced Financial Education)
CEC (Certified Executive Coach; Royal Roads University)
ACA (AgExpert Certified Advisor; Farm Credit Corp)
CAFA (Certified Agricultural Farm Advisor)
