Achieve Your Retirement Goals
You deserve a great retirement. Together, we help you develop a plan to retire on your own terms. The Retiring Farmer™ Wealth Management Process involves identifying sources of income, estimating expenses, implementing a savings program, and managing assets. Based on your specific situation, our process considers the after-tax results of selling farmland, equipment, or farm inventories. In many cases, it’s possible to fund retirement cash needs from the tax savings created by your retirement plan.
Key Benefits
01
Plan Your Dream Retirement
Our process is holistic, taking more than just your financial circumstances into account but also important lifestyle considerations.
02
Retain More of Your Wealth
Strategic planning ahead of time allows you to derive tax benefits and ensure that your beneficiaries pay as little tax as possible.
03
Feel Good about the Future
Your retirement plan will remove any doubts about your retirement, providing you with a step-by-step approach to achieving your goals.
Let’s Get Started
Maximize your wealth and secure your legacy. We specialize in reducing taxation on the sale of the family farm and in facilitating its tax-efficient transfer to the next generation. Book your consultation today.