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31111 Agoura Road, Suite 200, Westlake Village, CA 91361

(818) 540-6903
Farm Legacy Advisors

Farm Legacy Advisors

Whether you’re a first or fourth-generation farmer or rancher, you strive to be a good steward of the land and your family. Planning for your retirement and succession of your operation won't be easy, but having our team of financial professionals in your corner will help. It’s our mission to coordinate all aspects of your financial picture, from your business to your estate plan to your investment portfolio, giving you guidance and insights while closing any  coordination gaps that may exist.

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Our committment to you: "To serve first, last and always."

Our committment to you: "To serve first, last and always."

This is the one consistent, overriding philosophy that has distinctively defined the way we do business through our relationship with Osaic Wealth, going back to 1947. You, your family and your goals are what drive us to help you get the best results through individual, customized plans.

Who We Are

Your Business, Family and Goals. Our Know-How.

When was the last time you sat down and had an in-depth conversation about your business, family, financial situation, and future goals to see if they are in alignment? If it’s been a while, it may be time for advice from a trusted source.

Whether you’re on your way up or on your way out of your farm, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.

Retirement

Time-tested, tax-efficient ways to fund your most important financial milestone

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Financial Advice

Stable, data-backed portfolio construction and risk management

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Succession and Exit Planning

Proactive business owner tactics to prepare for your future

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Estate Strategy

Efficient methods to protect and preserve your financial legacy for generations

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Who We Serve

Closely-held agribusiness owners and their families

Retirement

Retirement

How can you measure for and fund your retirement in the most tax efficient manner?

Owner/operators

Owner/operators

What are your plans for business succession, exit, and contingencies, and how are they funded?

Land owners

Land owners

Your land is your legacy. How is it structured so it is protected as a whole not just now, but for generations to come?

Next generation

Next generation

How do you structure your eventual wealth transfer in a manner fair to both those who will be involved in farming and those who won't be?

How We Can Help

OPENING PHASE

1

Holistic review of current situation.

The more we know about you, your finances, and your goals, the better we can help.

PLANNING PHASE

2

Identify coordination
gaps.

You may have done different things at various times with different advisors. We’ll conduct a cross-disciplinary review of your current plans to see how well the pieces fit together.

ACTION PHASE

3

Recommend and implement customized solutions.

Today's world offers you more choices then ever, but with that comes complexity. We will help you navigate that to get you all the way home.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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