Independent, Unbiased Advice.

Financial Planning

As your farm’s Financial Advisor, we work one-on-one with you to develop a solid financial plan that will generate the highest probability of success. We utilize leading-edge technology, coupled with the personal support of highly trained business and financial advisors to deliver independent and unbiased advice. For questions or more information, fill out the short contact form or call us at 515-225-4300.

AgWizard Financial Platform

Our Integrated Financial Planning approach with our proprietary AgWizard Financial software platform at its core, combines various crop insurance options with grain marketing strategies and detailed field-level financial analysis, equipping you with the tools to better manage your farm finances with greater predictability and accuracy.

The AgWizard Financial Platform enables users to Gain Insight and Get Answers to important questions that affect a farm's bottom-line, such as:

  • What is my farm’s breakeven price?
  • What price is needed to achieve my profit objective?
  • Which farms are making money and which are not?
  • How much cash rent is reasonable to pay for each farm?
  • What is the return on investment for each farm?
  • How does changing the crop insurance from enterprise to optional units affect a claim?

Some of the key factors, outlined by Dr. David Kohl, Professor Emeritus in the Agricultural and Applied Economics Department at Virginia Tech, in his discussion on common weaknesses producers too often exhibit, are:

  • They were using out-of-date methods of preparing and analyzing financial information
  • They didn't know their true cost of production by enterprise or individual farm units
  • They didn't have a written improvement plan
  • They didn't have or execute a marketing plan
  • They didn't have a good handle on record keeping

  1. You don’t know your cost of production or break even.
  2. You don’t have a grain marketing plan and struggle to pull the trigger when prices rally.
  3. You find yourself stressed-out because you don’t have a clear picture of how much money you are making, or losing.
  4. You struggle with keeping your accounting/bookkeeping up to date and knowing where you are at financially.
  5. You are looking for independent, unbiased advice on how to improve your financial situation.
  6. Your lender has indicated that your business does not cash flow and getting a loan approved next time may be difficult.
  7. You want help in developing a “Succession Plan” to transfer your farm business to the next generation.
  8. You have decided that it’s time to reduce your debt-load and that selling a farm and leasing it back from an investor is the best option. You also would rather do this “privately” without the public knowing about it.
  9. You are looking to expand your business and would like greater access to farmland opportunities when they first become available.
  10. You’re tired of just getting by – you want your business to THRIVE, not just survive.

Connect with an Advisor

 Planning
 Financing
 Investment
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