can be one of the most complex challenges a producer will ever encounter.
You will receive pieces of advice from your:
Your advisors offer important financial and technical pieces of information. Your job is to sort through the pieces and put together one of the most intricate puzzles you have ever had to deal with.
Attending to the technical and financial details in a farm transition plan is important and sometimes is overwhelming, but a succession plan is much more than simply a change in your farm's business structure, or a new insurance policy or investment portfolio. A succession plan is also about balancing family dynamics.
relies upon balancing strong family bonds with farm business realities and personal retirement needs.
Maybe all you need today are options to consider or simply to improve your general knowledge of succession planning.
Maybe your planning has been put on hold for perhaps too long, and now you need to get things done, in either case, we can help provide ideas, options, answers and a path forward.
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), as your family farm consultant to help you build a transition plan from your point of view, that is 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)
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