Advice for farms, business owners, and professionals.
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Our guides
Cultivate your path to Financial Success!
Explore our expertly crafted guides, designed to empower you with the
knowledge and tools to achieve your financial goals.
Download now and take the first step toward a secure and prosperous future.
Farm Succession & Wealth Planning Guide
DOWNLOADOur 48 page Seeding Guide was developed to provide worksheets and checklists to help farm families through a comprehensive three-step process for a successful farm succession.
Sample Financial Plan
DOWNLOADOur 23 page Financial Report helps our clients know if they are on track to reach all of their goals to help in three main areas – investments, tax, and estate planning.
Seeding Wealth Checklist
DOWNLOADThis checklist will help you determine what you are getting from your current financial advisor to help you reach your farm financial goals.
5 Retirement Mistakes Farmers Should Avoid
DOWNLOADKnowing what to do is just as important as knowing what not to do. To build a plan for tomorrow, you need to know what you are building towards.
Hedging: The Basics
DOWNLOADOur 4 page introduction to the basics of Hedging, along with a common strategy and a real world example.
Tax Return Checklist
DOWNLOADFinding what you need to file your taxes can be overwhelming. Use this checklist to ensure that you are providing your accountant or tax specialist with everything they need, and you aren’t missing opportunities on your taxes.
Tax Return Checklist for Farmers
DOWNLOADFinding what you need to file your taxes can be overwhelming. Use this checklist to ensure that you are providing your accountant or tax specialist with everything they need, and you aren’t missing opportunities on your taxes.
