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The Heritage
◊ A tailored wealth service designed specifically for agricultural families preparing for the next chapter in their legacy
◊ A comprehensive transition and succession planning approach that balances farm operations, family goals, and financial security
◊ For farm owners with 250+ acres, focused on optimizing non-farm investments, benefits, and crafting a strategic path for sale or passing the farm to the next generation
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