Wealth Strategy Services

This is the LEGACY division of Land & Legacy:

Mission Statement
Develop a strategy and detailed plan that transforms land into a living business that generates income, reduces taxes, and creates a legacy you can pass down for generations to come

Our Process
To achieve this, we follow a structured and collaborative approach: Before our Discovery Meeting we collect and analyze the following information 

1. Land Ownership Evaluation
   We conduct a thorough review of all currently owned land to identify potential business opportunities and value-generation strategies for each parcel.

2. Career and Professional Review
   We explore the client’s career and professional life to understand how it intersects with their financial objectives and land ownership strategy.

3. Tax Return Analysis
   We analyze the client’s tax returns from the past two years to gain insight into their current financial position and identify areas for optimization.

    

   Step One. Land and Legacy Wealth Discovery Session.
   The initial engagement is a paid planning session. This is a deep working session, not a sales call. Ryan will review your information in advance and then spend approximately 90 to 120 minutes walking through your full landscape. Ideas, structures, and opportunities are explored in real time. This session creates clarity and establishes whether a full Wealth Strategy Plan is the right next step.

   *Prior to the meeting, Ryan will send a secure link for you to upload your most recent two years of tax returns. Reviewing these ahead of time allows the conversation to be grounded in real numbers and realistic options.

   Step Two. Land and Legacy Wealth Strategy Plan.
   If you choose to proceed, we will build a comprehensive, individualized Wealth Strategy Plan. Most plans range between $6,500 and $12,500, depending on the number of assets, entities, and complexity involved.

   *Final pricing is determined only after the Discovery Session, once the full scope is understood. The $1,500 Discovery Session fee is credited toward the plan for those who move forward.

   Step Three. Implementation Support.
   This plan is designed to be practical, clear, and immediately usable. It becomes your roadmap for decision making, execution, and long term stewardship.  After reviewing the plan, if you decide to implement the recommendations, we can coordinate with a preferred financial planning partner who works alongside Land and Legacy clients. This support aligns financial instruments with the strategy and helps address the tax implications tied to the plan.

   If you would like to move forward with the Discovery Session, please let us know which of the following times work for you, or feel free to suggest alternatives.

4. Wealth-Building Strategy Review
   We discuss available tools and methods for building long-term wealth and evaluate how they can support the client’s broader objectives.