Farm Succession Planning

Keeping the Farm in the Family

Brücke Financial's Financial Planner understand that today's farm has a lot of moving parts. Our office focuses on one of them: keeping the farm in the family for generations to come. In today's climate with legal issues, ever-changing tax codes, and emotional ties, it is increasingly more difficult to transition the farm. Our main goal is to help farmers create a farm succession plan that works in the best interest of the entire farm family.

Team Based Approach

Our team-based approach allows our Financial Planners to work directly with our clients' attorneys and accountants to create a farm succession plan that is not only legal and tax-efficient but also financially sound.

Communication

Our Financial Planners often work with multiple generations to create an open dialogue in creating their farm succession plan. We plan for the long-term financial success of the farm while taking into consideration the unique family dynamic.

Agricultural Niche

Our unique agricultural connections allow our Financial Planners to have an insight into the modern-day farm. Simply put - we understand your world!

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What We Provide

  • Farm Succession Planning
  • Retirement Planning
  • Insurance analysis
  • Personalized client portal
  • Account aggregation
  • Online document storage / sharing