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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 FA,  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

Who We Serve

Closely-held agribusiness owners and their families

Retirement

Retirement

Cash flow planning for your next phase

Owner/operators

Owner/operators

Comprehensive financial planning, succession and exit

Land owners

Land owners

Estate and legacy planning

Next generation

Next generation

Understanding your unique needs for today and your future

How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.

Make an Appointment

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

When was the last time you sat down and had an eye-opening conversation about your business, family and goals to see if they are in alignment? If it’s been a while, it may be time for some great 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

Make a plan and keep it on track

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Financial Advice

Goal-setting, cash flow, accumulation and risk management

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Succession and Exit Planning

Plan your destiny and legacy regarding your biggest asset

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Estate Strategy

Plan for your loved ones to receive th benefit of your life's work in an efficient way

Learn more

As Simple As 1, 2, 3

STEP

1

Holistic review of current situation.

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

STEP

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.

STEP

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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