Clarifying Values, Aligning Actions

Legacies are rooted in financial security. Achieving it requires good decisions, grit, and oftentimes sacrifice. We help families in the agricultural business to grow, preserve, and transition land and wealth to future generations.

Together, we’ll cultivate a holistic, needs-based financial plan that aligns goals with actions for today and tomorrow.

Planning for Success in Your Agri-Business

Operating and owning a successful farm takes patience, planning, hard work and oftentimes a little luck. Planting crops when the soil and weather are just right or buying, selling, or contracting when the price is right are just a couple of examples where planning and luck go together. While most owners put time and planning into the day to day facets of the farm, very little actually plan for the future of their operation.

For most, farming is not just a business; it is a way of life. It is a lifestyle that most farm families want to be able to pass down to the next generation and generations to come. As the owner of a successful farm, you will need a strategy to protect the legacy that you have successfully built, unless you do not plan to die or retire. We like to believe that our family will be able to get along at our death, but the reality is that without a succession plan in place, farms and families can be torn apart at any moment. For those family members that are involved in the farm and for those that are not, fair is not always equal. By having a succession plan in place, you are likely to avoid many conflicts and the legacy of your farm is likely to continue.

With careful, thought out, and detailed planning, you can control the future of your farm. With the help of my team, we can help you develop a succession plan that is personally fit for the success of you and your farm for this generation and future generations.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.