Do you feel uncertain at times managing your farm finances and planning for what comes next? You’re not alone. USDA Research tells us basic and complex financial principles are often overlooked in agriculture, where farmers, ranchers and other ag-related businesses are busy with the day-to-day tasks of running their operations.
According to the National Financial Educators Council, a lack of finance knowledge costs the average American $1,300 a year. But the impact of financial problems are not limited to just individuals—it extends to relationships with family and friends: ranging from arguments and divorce to simply missing out on special occasions.
“That’s where we come in,” said Alex Vasichek, Elevate Financial of Fargo. “There’s a better way. We are committed to doing our best so that farmers and other small businesses can do what they do best.” For more than a decade, Vasichek and his team at Elevate Financial of Fargo have been trusted advisors to 200+ hard-working households throughout the Midwest.
“We are committed to doing our best so that farmers and other small businesses can do what they do best.”
Rooted in local agriculture, Alex grew up in Michigan, ND working for his family’s equipment dealership. There, the needs of farmers, ranchers, and other small business owners became ingrained at an early age and led to his extensive understanding of the ag community and its unique financial, and familial challenges.
“We are committed to relationships built on openness and integrity…”
Holistic Financial Planning Relationship
“We are committed to relationships built on openness and integrity now and for decades to come,” added Vasichek. “Most of our clients are closely-held family businesses so we feel a responsibility to help them with their financial planning holistically in ways that go beyond the scope of dollars and cents. We get it figured out.”
This service-oriented, team-based business model and family focus have earned Vasichek a prestigious 2024 Forbes Top Financial Security Professionals Best-In-State* award. The nationally recognized honor is based on both quantitative and qualitative measures, such as best practices, compliance records, years of service, and community involvement. Vasichek is one of only six 2024 Best-In-State Financial Security Professionals in North Dakota.
Proud But Not Satisfied
Vaichek has been focused on the well-being of farm estates since 2012 as an Agricultural Focused Financial Planner, Farm Succession Coordinator, and Financial Advisor. Operating under a fiduciary standard of care, he and his team approach relationships with service and sound judgment, offering holistic financial planning, proudly placing the interests of their clients first.
While the Elevate team is proud of the Forbes recognition, they won’t be resting on their laurels. “We’re just getting started,” said Vasichek. “We won’t be happy until we help all of our clients’ successfully plan for what comes next, whether that’s a robust retirement or a lasting legacy.”
Alex Vasichek, Agricultural Focused Financial Partner
*Forbes /SHOOK Research https://www.forbes.com/sites/shook/2022/07/28/methodology- americas-top-financial-security-professionals-2022/https://www.shookresearch.com/a- methodology.html
Alex Vasichek is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office: 100 South 5th Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413 Elevate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies CAN20270-7153678
