than a just a job, its a way of life, so farmers often find it hard to visualize what retirement might look like.
Will it be stress free, will it be relaxing, will it include fun and travel, hobbies, family, and friends?
What about staying connected to the farm? Remaining active, working part time for a farm neighbour or friend, as much or as little as you want? Sometimes working part time, perhaps for a few weeks in the spring and fall can provide just the right balance.
Retirement can be one of the best times of your life, by getting a handle on what needs to get done today.
The first step is to review your options, take a careful look at what you might need for relocation capital and retirement income, and of course strategies that will minimize taxes.
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)