Money Concepts

Protect your legacy

Money Concepts LogoAgriculture is a risky business both personally and professionally. We know you want to feel secure in your family farm's legacy. We help farmers not only live out their dream, but to prepare for the future. Our in-house Financial Planning Manager can walk you through the financial options to protect your legacy.

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Traditional or Roth IRAs, 401(k)s or stocks: we can help leverage your retirement assets.


Life happens. Make sure you and your family are protected for the unexpected. 

Transition Planning 

Secure your farm's legacy by developing a transition plan. 
Expert Insights
“An important resource in considering transition plans is a trusted adviser.”
Mark Robertson, Carolina Farm Credit Team Member

Safeguard your farm and your family.

Ready to get started? Reach out.