Free Wealth Management Guide Investing Proceeds From the Sale of Farm or Ranch | Page 11

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 that specializes 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.

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

These illustrations were prepared for educational purposes only and must not be used as a basis for tax or legal advice. Parties must always seek out and rely upon the advice of their own legal
and tax advisors. Because individuals’ situations and objectives vary, this information is not intended to indicate suitability for any particular individual. Tax information provided can be sourced
at www.irs.gov and your state’s revenue department website. For Montana, visit www.revenue.mt.gov. Diversification does not protect against loss or guarantee a profit. All investment includes
risk and returns are not guaranteed.
Securities and advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. Independent Financial Group, LLC,
Solid Rock Wealth Management and Solid Rock Realty Advisors, LLC are not affiliated entities. 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.

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