David W. Holaday, ChFC®, CAP®

David W. Holaday, ChFC®, CAP®, has over 30 years of experience as a financial consultant.  He is the founder and managing member of Wealth Design Consultants LLC (www.wdcplan.com), which offers case design, analysis and presentation services to organizations and individuals that serve high-net-worth clients.  Clients of the firm include lawyers, financial advisers, family offices and charities.  More recently he founded Farm Exit Solutions LLC to help sellers of agricultural properties reduce tax and gain more liquidity on sales of qualifying assets. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance and investment advisers.  

Areas of expertise include: individual wealth transfer strategies, tax-efficient sales of farms and ranches, income tax planning, estate tax planning and business succession planning.

Phone: 317.571.3612 | Email: dave@farmexit.com | Websites: www.farmexit.com and www.wdcplan.com