Investment Planning

Achieve Your Financial Goals

Investment planning through The Retiring Farmer™ Wealth Management Process allows you to make the most of your assets. This process involves placing funds into the right investment vehicles based on your goals, timeline, and priorities, taking into account the safety of the investments as well as liquidity and level of return. Everything is documented through an Investment Policy Statement (IPS) that clearly establishes your income, investment objectives, and plan to achieve them, giving you the confidence to grow and preserve your wealth.

Key Benefits


Increase Your Wealth

Accumulating capital through a solid investment strategy will allow you to fund goals that require liquidity, provide for your family, and enjoy financial security.


Preserve Your Assets

An investment plan provides you with the opportunity to structure your investments to defer and minimize taxes, redirecting more of your estate to your beneficiaries.


Feel Confident

Knowing that you are on track to meet your financial goals will give you peace of mind, allowing you to focus on running your farming business.

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.

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