Business & Individual Planning

 
 

To help you plan and reach the financial goals that are most important to you, Farm Credit Services Southwest offers financial related services by referral.

Estate Planning 

If you are among the majority of farmers who have not done any serious planning, your estate may be taxed significantly more than necessary when transferred to your next generation.  Through careful estate planning, we can help you manage an efficient transfer to heirs with minimum fees and taxes.

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

Investment Planning

Our Association does not offer investment products or advice but we can help you with your plan.  Then, when your financial plan is complete, we will place you in contact with a Money Concepts representative to implement and manage your plan.

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.  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.

For more information, contact Ken Lassen at 602.316.6428 or e-mail Ken at klassen@moneyconcepts.com.