Making a living in agriculture has never been more challenging. Profit margins have never been thinner and today, many members of the younger generation do not want to take over the family farm.
We can help you to reap the rewards of your hard work, and retire comfortably, while ensuring you transfer your farm tax-effectively.
Before advising you and designing strategies that help you preserve and grow your wealth, we will get to know you, your family and your business. We'll take the time to discover your needs, goals, financial situation, time horizon, risk profile, and liabilities.
From here, our team can help you to structure a plan based on important details, including the size of your operation, your livestock count, estimated production, quotas and growth objectives.
Our targeted conversations can provide guidance on:
Our team will prepare a complete, customized financial roadmap uniquely designed for your family and farm. We will revisit this wealth plan and provide updated solutions to help you address major life events.