The Wrangler Trust

For tax purposes, calves and crops are treated as Ordinary Income Property. Cows and livestock is treated as Long-Term Capital Gain Property and Machinery and Equipment is treated as Depreciated Property. A Charitable Remainder Trust can also be used to avoid tax on the sale of these assets. The graph below illustrates how the Wrangler Charitable Trust can save taxes and generate income.

wrangler

Prev, Charitable Remainder Trust

Why Solid Rock?

Independent

As a fully independent firm, my interests are completely aligned with my client’s interests.

At Solid Rock Wealth Management, we have:

No proprietary mutual funds or annuities
No “preferred” products or services to sell
No favored investment vendor relationships

Fee-Only

I am compensated solely by my clients, and do not receive any commissions or other financial incentives for recommending investments or financial products.

Experienced

Financial Advisor for 25 years

Low Cost

Advisory fees and investment fees below the industry average

Fiduciaries

As a Registered Investment Advisor, I am charged with an elevated duty of care, prudence, and diligence.

Solid Rock Wealth Management, Inc. is a registered investment adviser offering advisory services in the States of Montana and Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Solid Rock Wealth Management, Inc. in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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The Wrangler Trust

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