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Trusts and Estates

Our Trust Services experts help you plan for the future financial needs of your family.


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Years of experience and  knowledge put to work for you

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Periodic reviews to see if your goals and reams have changed.
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Provide stability and comfort to your family through impartial oversight of your finances.


Outsource your farm management to subject matter experts at Profinium. All of our work is based on your goals, whether you are looking for an increased income, controlling costs or conservation of your farm assets.

Have a trusted partner in your corner to help you oversee the many things involved in agribusiness. We work very closely with local farmers to assist with a wide range of needs, including acreage rental management, resource evaluation, farm inspections and reporting, financial reports, and more. Make more time in your day-to-day without your agribusiness suffering — Profinium Farm Management services can help.

GREATER PROFITABILITY
We will apply the latest practices to enhance your bottom line and improve the value and productivity of your farm.

ACREAGE RENTAL
We will work with you to determine what type of rent is the most appropriate for your financial needs (cash, custom, share crop).

RESOURCE EVALUATION
As part of the service, we will monitor soil fertility and weed control and recommend fertilizer application rates.

FINANCIAL REPORTING
One of the most valuable segments of the service is the financial component. We will receive and distribute farm income, review lease agreements, and handle payment of real estate taxes, liability insurance and other expenses.
The person you designate to administer your estate is called an Executor or Personal Representative. If that person is a family member, it may cause stress and confusion. Designating Profinium as a Personal Representative or Executor can save time, stress and money while ensuring that your wishes are carried out with the utmost attention to detail and prudent management. Talk to your Profinium representative today about this service.
Trusts come in all shapes and sizes, but all have one thing in common: the assurance that your assets go where you want them. Profinium can help you with a wide variety of Trusts for your convenience.
A living trust is set up and operates during your lifetime. You can watch your plan change and allocate assets directly, if needed. Additionally, a living trust offers greater flexibility to change allocations and beneficiaries. Profinium can assist with both irrevocable and revocable living trusts. The revocable trust allows you complete control and flexibility.
Ready to retire?
Profinium's Trust Services can help you achieve your goals. We are experienced with 401(k)s, various types of IRAs, profit sharing, and other qualified plans. If you're not close to retiring yet, we can help you, too. Profinium helps you plan for the future and offers investment flexibility and tax-deferred growth. Let the professionals at Profinium get you on the road to a secure and happy retirement, today! 

Our Trust Services can take the stress out of investing with an agency account. We will work with you to establish your investment guidelines, and then we'll take care of the rest. Whether you're looking for investment advice or just someone to take care of managing the plan, we have an agency account that's right for you. Call today to see how we can tailor a plan for your specific investing needs. 
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
 
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 105 Lake Ave. Fairmont, MN 56031, 507-235-5538
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Click here to view Cetera Investment Services Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com