We help farming families keep more of what they’ve earned, and protect the land they love for years to come.
because your heart’s in your land
Run-of-the-mill advice won't cut it. You’re balancing farming operations and family dynamics. Your land is not just an asset — it’s your legacy.
You need smart tax advice while preserving your farm for generations. You need a farming-focused advisory team.
Our Services
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We identify tax opportunities unique to farmers, keeping more money in your family’s pocket. This might include specialized tax credits and incentives you didn't know about before. Each step of the way, we coordinate with your tax people, or we can add our in-house accountants.
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We help you create a farm transition plan when the next generation is ready to step-up, while allowing the financial freedom you deserve. This is so much more than a simple estate plan or business review. We help you with every aspect of your farm’s legacy plan.
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There might be more that you haven't thought of yet. Need tax breaks for your rental portfolio, or advice from a growth consultant? Have you realized a large gain and not sure how to defer it for later? We have professionals who can help.
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We’re here to organize your family’s financial life across the various ages and stages. We provide detailed financial planning to suit each generation’s goals and needs, and even host an annual family meeting. We also help with crafting your family’s unique value statement and vision.
What Our Clients Say
Katie is more than just a financial advisor, she's been a trusted family advisor for years. Her advice is always wise and incredibly caring. She takes the time to truly understand our goals, and we always feel secure knowing she's guiding our financial future.
— Current Client
Highly recommend working with this team. They are responsive, empathetic and effective at finding the right strategy to meet your goals.
— Current Client
About Us
Katie Randall
Partner | Lead Planning AdvisorHi, I’m Katie (Randall) McGowan.
I’ve spent 20 years giving financial advice to business owners and families. During that time, I’ve learned to be a professional problem-finder and problem-solver, bringing ideas to the table that you may have never considered.
I do my best work as part of a team, so I have a deep bench of professionals that can help families like yours with just about any financial quandary.
A big part of my heart is for protecting farming families, which is how Heartland Legacy Planning was born. While I have no skills in sorting cows - I’ll leave that to you — let me find the specialized tax savings, legacy planning, and transition advice for your family.
Let's Chat.
Want to give your current tax and legacy plan a check-up? Schedule a free call to see whether we can provide high-impact solutions for your family’s needs.
Fill-out the form here, or give us a call or text.
(417) 427-3659