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4thGEN Wealth Management

  209-263-0330   info@4thgenwealth.com

4thGEN Wealth Management

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  2. Who We Serve
  3. Farmers & Ranchers

Farmers & Ranchers

Farmers tend to be hardworking, family-oriented, and loyal people who place a high priority on preserving their family relationships and perpetuating their farm for future generations.  Family farms often have histories that span several generations.  Therefore, the family’s heritage and the passing along of the strong family’s values are also important.

The challenges farmers often face include the consistency of cash flow from year-to-year, a high percentage of their net worth is tied up in land, the transition of the management of the farm upon retirement or death, and the equalization of the estate among future generations without selling off the farm.

If you are a farmer who would like to work with a team of financial advisors who understand your needs, then call today for an appointment.

Who We Serve

  • Pre-Retirees and Retirees
  • For-Profit and Non-Profit Businesses
  • Families and Individuals
  • Farmers & Ranchers

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Contact info

  •   2111 W. Kettleman Lane, Ste. C, Lodi, California 95242
  •   209-263-0330 or 844-695-5504
  •   corey.daniel@4thgenwealth.com
  •   ken.levy@4thgenwealth.com
  •   dudley.mcgee@4thgenwealth.com

Securities and Advisory Services offered through LPL Financial, a registered investment advisor,  Member FINRA & SIPC.  The LPL representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, FL, GA, HI, ID, MD, NV, OR, TX, VA, VT, WA
 

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