Our Agribusiness Financial Services Department offers full-service individual planning to help you plan and reach the financial goals that are most important to you.

Our Association does not offer investment products other than crop, hail and life insurance. However, the Agribusiness Department can work with your existing financial advisers or can place you in contact with Money Concepts Capital Corp., a worldwide network of financial planning centers specializing in individual, family and business investment planning. Contact our Agribusiness Department at 602.431.4150 for a referral to the Money Concepts representative. Money Concepts Capital Corp. is a member of NASD/SPIC, and is located at 7121 Fairway Drive, Palm Beach Garden, FL 33418. Phone: 561.472.2000. Money Concepts is not affiliated with the Farm Credit System or Farm Credit Services Southwest.

Estate planning.
If you are among the two out of three farmers who hasn't done any serious planning, your estate will probably be taxed significantly more than necessary. Through careful estate planning, we can help you manage the amount of estate tax and probate fees that your heirs will face.

Investment planning.
We can help you plan your individual goals and investment needs. Then, when your financial plan is complete, we can work with your existing financial advisers or place you in contact with Money Concepts Capital Corp., a worldwide network of financial planning centers specializing in individual, family and business investment planning, to help implement your plan. Money Concepts is not affiliated with the Farm Credit System or Farm Credit Services Southwest.

Retirement planning.
We take the mystery out of retirement planning. We will sit down with you and find out where you are today, and where you would like to be at retirement age. We help you:

  • understand your options and make confident choices
  • take action easily when setting up your plan
  • stay on track with your contributions

For more information, contact Ken Lassen at 602.431.4150 or e-mail Ken at kenyon.lassen@fcssw.com.

   

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