Build and Protect Your Legacy

Secure Your Legacy: One Plan, One Team

Imagine leaving a lasting gift for your loved ones, a secure future built on your hard work.  Our team of experts can help you achieve that.

We use proven strategies to maximize your wealth, enhance your privacy, and ensure your wishes are carried out, even after you’re gone.

We make things easy.  With one plan and one dedicated team, you have a single point of contact for all your needs.  We’re here to guide you every step of the way, offering clear communication and ongoing support. Let’s build a legacy together.

Welcome to BrookHaven™.

Your Partner in Building an Agricultural Legacy™.

238
Years of Experience
1039
Agricultural Clients
34
Team Members

Services

Your one-stop-shop for building an agricultural legacy

TAX PLANNING

Proactive tax planning helps you minimize taxes and maximize your financial future. Let us be your guide.

Legal Support

Safeguard your stories and treasures for generations to come with our legacy preservation services.

Insurance Services

Secure your loved ones' financial future with our easy-to-manage life insurance plans.

Wealth Management

Grow your wealth and achieve your goals with our expert investment management services.

Legacy Planning

Plan your lasting impact with our comprehensive legacy planning services.

Lending Solutions

Get the funds you need to achieve your goals with our flexible lending solutions.
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How it works

1. Join our Information Session

Join us for our Information Session to Learn More!

2. Set-up a Strategy Call

Learn more about what planning with BrookHaven looks like for you.

3. DEVELOP A PLAN

Build a tailored plan integrated across the tax, legal, insurance, and wealth management realms. If you only want to plan in one area, that’s fine too.

4. Annual Review

We can’t predict the future, but we can plan for changes to your goals or changes in the law. Keeping a plan updated is keeping a plan alive.

5. Peace of Mind

Sleep better knowing that you’ve not only implemented a plan focused on tax efficiency, privacy, and protecting what you’ve earned, but you’ve hired a team to oversee it and adapt it for the long haul.

Start Protecting What You've Earned