With first-hand farming experience, we know the stakes are high. That’s because farming isn’t just a business; it’s a lifestyle families want to pass down to the next generation – and generations to come. We help families in the agriculture business to grow, preserve, and transition land and wealth to future generations. And we do it by cultivating a holistic, needs-based financial plan that aligns with actions for today and tomorrow.

We (Matt and Ashley) understand the investment of time and level of commitment that goes into making a farming operation successful, in turn, we understand the unique issues that farmers will likely face.

We know that it takes time and commitment to build up wealth and cash flow during the early years of working in agriculture. We also recognize what it takes to implement tax efficient strategies while approaching retirement from your career in agriculture.

Every situation is unique. For the past 16 years, we’ve been fortunate to witness a wide variety of circumstances in the agriculture industry. We take the time to understand our clients’ specific set of challenges and then create a financial plan that takes into consideration future tax burdens, previously purchased and depreciated equipment, future crop sales, and an array of other outliers that are unique to the agriculture industry. We’re looking forward to supporting you in discovering and pursuing what’s possible, while protecting your legacy.

This information is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.