Agricultural Operations
Ag businesses have specific needs that are different from other corporations. Your business, legacy, and tax strategies are entirely intertwined. We have the creative and innovative solutions to maximize your financial portfolio.
Maximize Long-Term Growth
Asset Protection Strategies
Eliminate Downside Risks
Most are unaware that only 1 in 3 Ag operations have a sophisticated legacy plan that takes advantage of every tax advantage other than what their CPA, Tax Attorney and Trust Attorney can offer. Much of the time we'll do carve-outs of the Nationwide Legacy product as they work lock step with the California Farm Bureau. We have other markets of course, but their program seems to work for about half of our clients. It’s the shaping and retooling of these programs that separate and elevate the value of our strategies to our clients.
More qualities that make our clients competitive, efficient, and great places to work for employees.
Key Employee Bonus Plans
More Control Over Investments
Zero Downside Risk and Uncapped Gains
Tax Strategies Superior to 401(k)-like Plans
Employee Saving Incentivized Plans
Increase Morale and Productivity
Access to Wall Street Leverage
Creation of Pension-like Monthly Income in Retirement
Lower Employee Turnover Costs (Recruitment, Training, Loss of Fluidity, Time, Etc.)
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