We can help you formulate a financial program to reach your goals whether it is restructuring debt, investing in real estate, acquiring essential equipment or covering your bases for future generations. Our acumen will aid in preserving your farm legacy.
Running the Bases
Now is the time to start with a winning financial strategy that extends out to future generations.
First you want to make sure you are covering your short term expenses and investments. If something happens to you You don’t want your loved ones to be left holding the bag.
Next, we will show you how to invest a portion of your income into separate savings for cash flow when you need it. It’s like being your own bank.
We will help you create a workable plan by taking advantage of shelters to death and estate taxes so that you can have and keep the cash, keep your farm in the family, and be able to retire gracefully. Creating a well thought out wealth distribution plan ahead of time, can keep family …family.
Let Aquila help you make a road map for the future so your family business stay a family business. Give us a call and see what we can do for you. You will sleep better knowing you have a plan for whatever happens now and in the future.