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The Heritage
At Harvest Horizon Wealth Strategies, we have a genuine soft spot for America’s farmers, ranchers, and food growers.
So... we’ve built a tailored wealth service designed specifically for you.
While the services are similar to those of other business owners, the Heritage keeps the needs, sentiments, and value of the Farmer's lens.
First Meeting Essentials
Financial planning for farm owners goes beyond immediate needs. It’s about creating a clear, strategic vision for the future.
Whether you’re transitioning the farm to the next generation or preparing for a sale, having a thoughtful plan provides confidence and clarity.
By diversifying investments beyond the farm, you add stability and flexibility to protect your wealth. This approach honors your legacy while securing your family’s financial future.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Tax Returns
Personal and Business, Tax Advisor Team Contact
Insurance
Life, Long-Term Care, Crop and Livestock, Inventory, Liability, Disability, Agent Contact
Financial Statements
Balance Sheet, Income Statement, Statement of Cash Flows
Debts
Personal and Business
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Team Contact
Structure
Business Structure and Governance Documents