Free Wealth Management Guide Financial Strategies For Selling A Farm Or Ranch | Page 8
Chris Nolt is the owner of Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC, located in Bozeman, Montana. Solid Rock
Wealth Management is an independent wealth management firm that specializes in working with families who are selling a farm or ranch
and transitioning to the next phase of their lives. Solid Rock Wealth Management employs a comprehensive planning approach with a team
of financial professionals, which addresses retirement planning, investment planning, estate planning, tax planning, risk management,
wealth preservation and other components.
Solid Rock Realty Advisors, LLC is a commercial real estate consulting firm specializing in offering secure income-producing commercial
real estate investments, primarily office buildings leased to the U.S. Federal Government. These properties offer long-term leases guaranteed by the U.S. Government with tenants such as: Social Security Administration, FBI, Homeland Security and many other federal agencies.
Chris Nolt, LUTCF
Chris grew up in Lewistown, Montana. Working on ranches throughout his high school and college days, Chris gained a deep respect for the work
ethic and character of the agricultural family. Having seen the effects from a lack of good planning among the agricultural community, Chris determined to help these ranch families make smart decisions with their money so they could preserve the wealth they worked so hard to create. For
over 23 years, Chris has been helping agricultural families reduce taxes, invest wisely and preserve their wealth.
John Clark, CPA
John grew up on a farm in southeastern Idaho. He attended Ricks College and Brigham Young University where he graduated with bachelor’s and
master’s degrees in accounting with an emphasis in information systems consulting. In January of 1992, John started working with Rudd & Company. In
2003, John became a Partner and is currently serving on Rudd & Company’s executive committee. The majority of his time is spent in the tax and business advisory areas. He helps his clients with complex business entity structuring to save taxes, protect assets and provide a vehicle for estate planning. John has been involved in numerous real estate transactions for his clients. Having grown up on a farm and ranch he has also developed a niche in
the farm and ranch taxation. John has served on the boards of many civic organizations. He lives in Bozeman with his wife, Julie, and their five children.
To request a free Wealth Guide on any of the planning strategies discussed in this paper, call 406-582-1264.
Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC
2020 Charlotte Street,Bozeman, MT 59718 • 406-582-1264
www.solidrockwealth.com
www.solidrockproperty.com
John Clark, CPA offers tax services through Rudd & Company, a Bozeman CPA firm. John Clark and the entity of Rudd & Company are not affiliated with Solid Rock Wealth
Management, Solid Rock Realty Advisors or Independent Financial Group, LLC. This material was created to provide accurate and reliable information on the subjects covered. It
is not, however, intended to provide specific legal, tax or other professional advice. Tax information provided can be sourced at www.irs.gov and your state’s revenue department
website. Because individuals’ situations and objectives vary, this information is not intended to indicate suitability for any particular individual. IRC Section 1031 and IRC Section
664 Charitable Remainder Trust are complex tax codes. The services of an appropriate tax or legal professional should be sought regarding your individual situation. Solid Rock
Wealth Management is licensed to sell securities in the following states: MT, Licensed to sell fee-based advisory services in the following states:
MT, WY, ID, AZ, MN, AK and licensed to sell insurance in MT.
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