Our Services
At Farm Financial Strategies, Inc., we provide assistance in the following areas:
Estate & Succession Strategies offered through Farm Financial Strategies, Inc.
- Farm Succession Plans
- Estate Evaluation & Recommendations
- Farm Distribution Strategies
- Asset Protection Tactics
- Tax-favored Methods
- Finance & Asset Inventories
- 1031 Exchanges
- Buy-sell agreements
- Young Farmer Buy-in Tools
Investments offered through Registered Representatives of Lincoln Financial Securities
- Stocks & Bonds
- Mutual Funds
- Retirement Income Planning
- Advisory Services
- Life Insurance
- Annuities
- Variable Annuities
Insurance
- Retirement-Year Tax Trap Strategies
- Traditional life insurance
Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your tax professional regarding your individual circumstances.
Charitable Gift Planning offered through Farm Financial Strategies, Inc.
- Donor Advised Funds
- Family Foundations
- Charitable Remainder Trusts
What Makes Our Services Different:
Family Consultation
We will walk you through the delicate conversations involved in fair decisions for both farming and non-farming heirs.
Financial Team Coordination
We work alongside the team of financial & legal advisors you choose. By coordinating the efforts of your lawyer, accountant, and banker, we are able to provide a coordinated comprehensive service.
Annual Plan Reviews
Each year, we will review what you have in place and help you make any necessary adjustments to accommodate the ever-changing nature of life.
Strategies for Farm Families
We believe that farm families have unique values that many advisors don’t address. Our expertise & passion is agriculture.