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TMG The Mortgage Group

Reviewing yesterday to prepare for tomorrow

Agriculture FInancial Strategic Planning 

Do you ever wonder which way your farm is going? Do you wonder if you should start expanding? If you can expand? Can you start slowing down and think of retirement? All of these questions and so any more depend on your financial position.

 

Have you ever thought about looking at your farm from a strategic point of view? All major business's have a strategic plan. It is the most reliable method of getting where you want to go. 

We make it easy for you. We come to your farm and work with you right at your kitchen table. We work with your accountant, book keeper and banker to gather the necessary documents. 

Our process looks at how your farm is doing financially. We help map out your goals for the future. We look to your past financial performance and help create a better financial future. 

Services Offered 

Through our in depth process, here is what we will do for you:

  • We will do a goal setting session with all parties involved in the decision making of the farm. This will include financial and non financial goals. 
  • We will do a thorough analysis of your current financial position. This will include a historical look at your last 3 years along with a projected year.
  • We will provide you with a Ag Financial Report Card 
    based on many industry and peer to peer benchmarks. This report will conclude with summaries to map out your future. 

About the consultant

Paul Kuntz spent 21 years in the financial industry serving farmers with their financial needs. There was so much more that he wanted to do to help agriculture producers make financial decisions. So he left the banking world to launch Wheatland Financial Services Ltd. 

Contact me! Let's get started today!

Get in touch with me today for your free consultation!

I am here to help!