The agricultural industry is of the utmost importance to various economies, but it can be stressful and challenging for individual farmers to produce success. When farming takes a back seat to financial security, it’s time to explore what Consortio Wealth has to offer through their Agrofin program. This program focuses on 3 central pillars:
Plant. Cash Flow analysis to ensure you have more money in your pocket and increase your farm’s profit.
Grow. Minimize your tax legally and grow your business.
Harvest. Annual Business analysis to plan an accurate strategy ahead.
To provide these services, Consortio Wealth works with clients individually to create a personalized plan based on their needs. They also offer advice on all aspects of farming, budgeting, succession planning for the farm operation, and more.
Ideally, here are the outcomes of the Agrofin program:
Maximize Retirement Contributions
Consortio Wealth Strategies understands that farming can be a family business, and they are prepared to work with both the next generation of farmers and those who have been in it for decades. In addition, they understand each client’s risk tolerance, cash flow needs, and retirement goals.
Review Social Security & Plan for Benefits
The Social Security system is a complex set of rules and regulations that can be difficult to navigate. Through their personalized service, Consortio Wealth will help farmers understand the various implications of retirement benefits, including eligibility requirements, how they are calculated based on income levels, and more.
Project your take-home retirement income
Consortio Wealth will help clients to project their take-home retirement income. They can use this information to forecast the value of certain investments and anticipate healthcare costs in retirement.
Define your Retirement Lifestyle
Retirement is a moment of transition in our lives. It’s the time that we move from day job to living as a retiree. To help clients prepare for this new stage, Consortio Wealth Strategies can work with them on defining their retirement lifestyle, including what they plan to do when not working and how much income will be necessary to sustain.
Maximize taxation in retirement
Consortio Wealth is one of few advisors in the area who will work with clients on minimizing taxation in retirement. They can help clients determine what investments would be most tax-advantaged and how they should allocate their portfolio among public stocks, annuities, and real estate for maximum benefits.
About Consortio Wealth
Based in Chicago, Illinois, Consortio Wealth Strategies was founded by an experienced financial advisor, Tim Sedivy, eager to help each client with their custom plans. As a boutique firm, Consortio Wealth Strategies only works with clients they can focus 100% on, thus giving them the capacity to provide each client the attention they need.
The company is best known for their personalized farm business planning and retirement strategies. At Consortio Wealth, there is no “one size fits all” plan in their wealth optimization strategy. Instead, everything is customized to reach the maximal goal.
Dial (773) 234-6306 to book a schedule or visit their website for more offers, https://consortiowealth.com/.
Company Name: Consortio Wealth Strategies
Contact Person: Timothy Sedivy, LUTCF
Email: Send Email
Phone: (773) 234-6306
Address:123 N Upper Wacker Dr #600
State: IL 60606
Country: United States