Free Wealth Management Guide Financial Strategies For Selling A Farm Or Ranch | Page 7

Wealth Advisory Team
Effective planning for the sale of a farm or ranch requires a team approach. No one advisor can provide the
level of expertise you need in each area.
Your wealth advisory team may consist of:
1.
2.
3.
4.
5.
6.
7.
8.
9.

Ranch Broker
Certified Public Accountant
Estate Planning Attorney
Charitable Giving Specialist
Investment Advisor
1031 Exchange Intermediary
Commercial Real Estate Agent
Life Insurance Agent
Real Estate Appraiser

Coordinating a team of professionals with expertise in each area can be a time-consuming task. A wealth management consultant can assist you with this difficult job. They will collaborate with you and your team to ensure
every area is properly addressed so you achieve your goals in the most effective manner possible.

7