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 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.