A Plan for That

After all your early mornings in the field or late nights in a calving pen, there are no guarantees your business will succeed. What if none of your kids want to take over the farm? Or if all of them do? Do you have a plan for that?

We do. We can make sure your legacy continues by tailoring a plan for retirement, succession, wealth transfer, taxation and investment that addresses the issues farmers care about most.

First & Foremost

George Washington said, "Agriculture is the most healthful, most useful and most noble employment of man."

We couldn't agree more. But agriculture is also exhausting. And expensive. The truth is, farming is a big, small business.

Elevate Financial can help farmers and ranchers protect their assets and grow their investments to make sure success lasts another generation-and another one after that.

Accustomed to Custom

Conventional thinking believes that all financial advisors want farmers to diversify their asset portfolio.

Unconventional thinking starts with the premise that farmers will most likely choose to buy land instead. Given that reality, Elevate Financial makes sure you are as efficient as possible with your assets along the way.

Far & Away Most Qualified

Whether you are a top corn-producer in Iowa, own a turkey operation in Minnesota or farm a silky slice of the Red River Valley in North Dakota, we've got you covered.

Elevate Financial is home to one of the only Agricultural Focused Financial Planners in the Fargo region and entire Upper Midwest. Certified by FINRA & The University of Illinois, this program requires rigorous training in:

Agricultural Economics Concepts
Communication
Farming, Family, and Operations
Land and Leverage
Legacy
Income Strategies

Retirement

Taxes

Succession

Insurance

Estate Planning