Farming families face unique financial challenges that most advisors don't understand. We specialize in agricultural financial planning and know how to work with the complexities of farm businesses.

Farm succession planning

We help farming families navigate the complex process of transferring the operation to the next generation while balancing family dynamics and business needs.

Managing seasonal cash flows

Farm income isn't like a regular paycheck. We help you manage seasonal cash flows and plan for years when crops didn't perform as expected.

Diversification strategies

We help you build wealth outside of the farm operation to protect against commodity price swings, weather challenges, and market volatility.

Tax-efficient land transfers

Land is often a farm family's biggest asset. We work with your accountant and other professionals to structure land transfers that minimize tax while meeting your family's goals.

Estate equalization for farm families

When one child wants to farm and others don't, how do you treat everyone fairly? Here's the thing: fair doesn't always mean equal, and equal doesn't always mean fair. The child taking over the farm gets the responsibility, risk, and work that comes with it. What do the other members of your family get? We help you create solutions that work for the whole family.

Ready to take the first step?

Financial planning is a journey, and it starts with a conversation.

Contact us