Our Firm

The Generation Strategies Difference

We provide clarity, confidence, and added financial capabilities to farm and ranch owners. We help clients create clear objectives to facilitate proper farm and ranch succession, retirement planning, charitable giving, and estate planning. By providing these proven capabilities our clients are able to create the farm and ranch legacy and lifestyle they deserve.

At Generation Strategies we understand financial decisions can be complicated. We make it easier by helping you manage your assets through our financial planning process.

What makes us different?

  • In short, we are process driven to get clients the best results.
  • We believe if the farm and ranch are not properly planned for, it will not pass to the next generation of farmers and ranchers.
  • We understand farmers and ranchers because we’re farmers and ranchers.
  • We understand not all of your assets appear on a balance sheet and the desire to leave a legacy and promote family harmony amongst heirs may be the most important.
  • We address all of the key areas that affect our client's wealth including tax minimization, estate preservation, asset protection, ensuring lifestyle, and wealth accumulation.
  • We have a disciplined and prudent approach to wealth management that helps us make rational investment decisions.
  • The whole Generation Strategies team displays a sense of integrity and purpose that engenders trust.
  • We have knowledge and experience required to deal with complex family dynamics and financial issues.
  • We have a genuine care for our clients, building long-term relationships based on full disclosure and complete confidentiality.
  • We listen carefully to discover our clients' needs and wishes.
  • We do not make recommendations based on emotion and hype and we don't try to be all things to all people.
  • We know our limitations and will help you to seek outside assistance when necessary.

We will work with you to keep the farm and ranch in the family:

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    This material is for general informational purposes only. It is not a substitute for a formal valuation of the assets in question. This is based upon information provided to us for applicable planning purposes.