AGEDGE INSURANCE

 

 

 

 

 

 

 

Wealth Preservation.

   Tax Avoidance.

  Estate Transfer.

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Your Capital Gains Experts

Count on the professionals at AgEdge Financial to help you get the most out of your business and assets. The mission of our company is to help clients avoid unnecessary taxation on assets or whole estates during transition periods by utilizing innovative legal strategies and to provide low-risk financial tools to safely maximize clients’ portfolios. From effective 1031 strategies to tax forgiveness, our team has the expertise to reduce your tax liability and help you get the most out of your capital gains. 

 

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Capital Gains Reduction System

Maximize your portfolio and get the most out of your capital gains with help from the professionals at AgEdge Financial. We take great pride in providing our clients with a wide range of services that help them succeed financially.  

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ULTRA-AFFLUENT WEALTH PRESERVATION

AgEdge Financial was co-founded in December 2015 by Jerry Ehrke and Mark Oberg. Having lifetime roots in agriculture, Ehrke and Oberg saw first-hand the need for innovative exit strategies applicable to businesses and assets of all types across many sectors. It was Mark’s family’s personal need for capital gains consultations that led to the formation of AgEdge Financial. We partner with Hoffman and Associates, leveraging their 30 years of consulting experience, to provide innovative ideas to maximize wealth preservation, tax avoidance, and estate transfer. AgEdge Financial utilizes progressive ideas based on current tax law to provide clients with solutions that keep more of their hard-earned money in their own pockets while limiting taxation. Professionals with vast experience in taxation law and accounting services are utilized to ensure that all strategies are fully within current laws. Our company builds exit plans that can be used on assets of all types, including stock holdings, real estate, sole proprietorships, LLCs, C-corps, S-corps, and partnerships. The goal of AgEdge Financial is to ensure that clients fully maximize financial success gained through business activities.

MissionStatement

The mission of AgEdge Financial is to help clients avoid unnecessary taxation on assets or whole estates during transition periods utilizing innovative legal strategies & to provide low risk financial tools to safely maximize clients’ portfolios.

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Jerry
Ehrke
Owner / Licensed Agent
mobile: 308-991-0972
// read Jerry's bio

Jerry is the owner and manager of the Alma office. He has a vast amount of experience with agriculture and the crop insurance business. He has been involved in a diversified family farm operation for 35 years. In 2004 Jerry became a licensed crop insurance agent and began working with the Waggoner Insurance Agency as a producer.  In 2010 Jerry and his business partner Mark Oberg formed AgEdge Insurance LLC, focusing on crop insurance and risk management.  In 2015, Jerry and Mark founded AgEdge Financial, which specializes in tax avoidance, wealth preservation, and estate transfer. Jerry also is a sales representative for Pioneer Hi-Bred International.  Jerry, along with his wife Jodi, have 4 grown children that have blessed them with 7 grandchildren.

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Mark
Oberg
Owner / Licensed Agent
mobile: 308-529-0992
// read Mark's bio

Mark is the owner and manager of the Gothenburg Office. He is a 1983 graduate of UNL and has spent the last 35 years of his life involved in a row crop operation near Gothenburg, NE. Mark started working in the crop insurance business in December of 2004 with the Waggoner Agency. In 2010 Mark and his business partner Jerry Ehrke formed AgEdge Insurance LLC, focusing on crop insurance and risk management. In 2015, Mark and Jerry founded AgEdge Financial, which specializes in tax avoidance, wealth preservation, and estate transfer. Mark services his surrounding area, Eastern Colorado, Western Nebraska as well as accounts across the continental United States. Mark and his wife LaNona have 4 children and live north of Gothenburg where they continue to be involved in production agriculture and the crop insurance business.