From Orchard to Income:

Your Tax-Smart Exit Strategy

As a pistachio grower, you've dedicated years to cultivating your orchards. Planning for the future is essential to ensure your efforts translate into financial security for you and your family.

At Strong Valley Wealth and Pension, we have experience guiding agricultural business owners through important financial decisions, helping to preserve your legacy and achieve your goals.

Our Services Include:

Legacy Planning: Developing personalized plans to ensure your estate benefits your loved ones and reflects your wishes.

Tax-Efficient Exit Strategies: Creating approaches to help you transition from active farming while aiming to minimize tax burdens.

Simplifying Complex Decisions: Breaking down intricate financial choices into clear, manageable steps.

Navigating Capital Gains Challenges: Assisting in understanding and addressing potential capital gains implications.

Income-Producing Investment Options: Identifying opportunities to generate ongoing income post-transition.

Take the Next Step:

Ready to explore how you can transition your hard-earned efforts into lasting financial security?

Schedule meeting

Schedule a meeting with Jason Rankin, CFP® to discuss strategies aligned with your goals.
For more about Jason's background and approach, learn more here.

Click here to read more about Jason

Want to learn more?

Our team, including Jason Rankin, CFP®, understands the unique challenges faced by farmers and agricultural business owners.
We are committed to providing straightforward, personalized advice tailored to your specific needs. Download this information sheet that provides more details on how we can help.

Download Fact Sheet