Put Your Money to Work for You
Seth J Pals
Financial Advisor
Comprehensive financial plans that take you to another level.
Planning for Farmers and Business Owners
Strike when the iron is hot originates from blacksmiths when shaping metals. Waiting too long and the metal cools making it difficult to shape.
When running a farm or business, the same holds true. For it to grow like you want it to, you must be able to take advantage of the opportunities when presented. If you miss it, your operation may not take shape the way you want it. The trouble is, you don’t always know when opportunities happen and must stay ready.
Access to Cash Is Crucial
Having cash on hand usually means it derived from profit. Often, some operators spend cash on equipment that’s not helping ROI simply to lower their tax bill. While it may offer some short-term relief it’s not helping solve bigger needs. The time comes when you need cash, and you don’t have it because its fancy new piece of equipment you barely use.
Don’t you want your money working as hard for you?
My family has been in the business of farming for more than 100 years. New ideas and technology have allowed operations to grow significantly, financial strategies for farming and business operations have too.
What ideas could take you to another level?
Relying on, “that’s what we have always done,” is not a path to success. Have you thought of and implemented every idea that can help your operation thrive? The best operations take advantage of good opportunities because they’ve positioned themselves to do so.
Flexibility for when the opportunity is right.
Our approach to planning is pretty simple:
1.We ask questions to learn your goals.
2.We’ll determine if it makes sense to have another conversation.
3.We’ll quantify your goals inside of a comprehensive financial plan with recommendations to help you reach your goals more efficiently.
A lot of business owners and farmers with growing operations struggle to find smart places to grow their money tax efficiently and still have to access it. We build comprehensive financial plans tailored to the unique situations they face so they can always take advantage of the next opportunity to expand their operations.