Windom Customers

Please note that our Windom office has temporarily closed. Service is available by phone, please call 507.831.1322 or 888.902.5662.

Trust Services

Trust services are powerful tools to help ensure that the important events in your life unfold as you wish, during your lifetime and beyond.

 

When making important decisions regarding your estate, choose qualified, professionals with experience, know-how and compassion.

Estate Planning

Cir_Plan_Personal_EstatePlanning Grow, protect and preserve assets for you and your loved ones.  We’ll work with you and/or your attorney to ensure your estate is well-planned and your will properly drafted to help minimize taxes and avoid probate. Learn more.

Estate Settlement

Cir_Plan_Personal_Records Whether it’s property or wealth, we can help with record keeping and assets management through a variety of agency and fiduciary arrangements. Learn more.

Trusts

Cir_Plan_Personal_Trusts

Establishing a trust doesn’t require wealth, but a trust is a tool that can effectively help you grow, preserve and protect wealth. We can help you ensure your wishes are carried out even after you’re gone. Learn more.

Farm Management

Cir_Plan_BusinessFarm_FarmMgmt Farming these days is complicated.  Let us help you manage your operation with services tailored to maximize your profits.Learn more.

Investment Management

Cir_Plan_BusinessFarm_Investing Our professionals will help you make the best use of your capital with prudent investment strategies based on your goals. Learn more.