Farm Planning
March 10, 2023
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Testimonials
What clients are saying
Since working with Colin Sabourin, he has met and surpassed our expectations of working with a financial advisor. He takes the time to really know his clients, which gives us every confidence that not only our financial goals are well understood, but also our comfort level. He regularly provides updates and has always been available to answer any questions or to explain our options within our portfolio. Thank you, Colin, for your guidance and encouragement towards our financial success!
The Farm Transition Planning Process
Let us help you get to home plate!
Instead of 5 meetings with 5 different professionals, we are your one-stop shop. Our succession plans are tailored perfectly for you based on ALL available succession planning tools and reviewed by our team of farm professionals (accountants, lawyers, etc.)
Testimonial
I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.
Farm Specific Services & Solutions
We provide the following retirement services for farmers.
Succession Plans
- Comprehensive Farm Plans
Instead of 5 meetings with 5 different professionals, we are your one-stop-shop.
Our succession plans are tailored perfectly for you based on ALL available succession planning tools and reviewed by our team of farm professionals (accountants, lawyers, etc.*)
Projected Tax Bill Comparisons
- Customized for Farmers
See exactly what your tax bill will be before implementing any strategies. Compare with different scenarios to find the option that works best for your farm.
Retirement Projections
- Customized for Farmers
We have custom farm retirement software that includes farm-specific tax strategies and income streams. You will not find a more accurate farm retirement plan anywhere else
Tax-Free Rollover
- Tracking Tool
See exactly what date your farm must be transferred to the next generation before you lose the opportunity to do so tax-free.
The Farm Transition Process
- Our guide helps farming families stay on track. No more starting and getting stalled
What Is "Fair"
- Calculator
We use this calculator to show farmers exactly how much their farming child will receive and how much their non-farming children will receive. The results always surprise
Testimonial
We appreciate Colin’s diversified approach to helping us manage our finances, which helps us to make a cohesive plan. We initially started working with him for a narrow, specific area of our finances, but soon found that we needed to take a more holistic approach and he was able to help us with all areas. Sometimes working on the day to day makes a person lose sight of the “big picture” and Colin has brought that back into view for us. His professional service and sincere desire to do his best for his clients is part of why we enjoy working with him. We would highly recommend working with Colin.
Recent Posts
Business Owner Planning
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Events & Webinars
For upcoming Farm Workshops see our events page.
Can’t attend? Watch one our of on-demand webinars: Farm Retirement Planning & Farm Transition Planning
Retirement Plan
Planswell
Get your current financial snapshot in under 3 minutes