Menu
In Retirement or Nearing It?
- Retire with Peace of Mind
- Cut Your Tax Bill
- Enjoy Your Lifestyle
Why Choose Us
What Makes Farnam Financial Different
Other financial advisors try to outperform the stock market. Standard & Poor’s found that over the past twenty years, about 94% of professional managers that tried to outperform the stock market failed. We avoid that.
We invest in a way that allows you to keep more of your profits and principal. We utilize a powerful retirement income strategy designed to save you in taxes over the traditional dividend strategy. We also provide an educational program that helps ensure your peace of mind through any market downturn. That simplified approach allows us to turn your financial house into a financial castle.
Specializing in Retirement
Farnam Financial’s expertise and resources are built specifically to serve retirees. We help with your overall finances, including the portfolio. We also add value on 13 Wealth Management topics that are critical for families to achieve long-term success.
Focusing on Your Results
We are Certified Financial Planners that care exclusively about your results. We go to great lengths to avoid conflicts of interest – specifically by never selling products or taking commissions. Our fiduciary approach focuses on what’s best for you at all times and keeps more money in your pocket, not ours.
Sticking to Our Values
Integrity, reliability, and respect are our three core values. We’re always honest and forthcoming. We say what we’ll do, and we’ll do what we said. We also treat you the way we’d want to be treated if our positions were reversed.
Support & Education
We believe it’s important to make things simple and clear for you. We’ll keep you informed and promise to be available for you when you need us.
Services
We offer comprehensive financial advisory services including investment management, retirement planning, tax planning, and income planning. Protecting what you’ve built and growing it over time is not just about investing – it’s about taking a holistic approach to your finances.
Gain Peace of Mind
Make More Money
Enjoy Your Lifestyle
Cut Your Tax Bill
Gain Peace of Mind
Gain Peace of Mind
Explore Retirement Planning
Retirement Planning
We help answer questions such as, “When can I safely retire? When should I take Social Security? How much can I spend and still have what I want leftover? How can I fund a potential Long Term Care event?” We start by understanding your vision for retirement and what purpose you have for your money, then we provide recommendations and support to get you there.Explore Retirement Planning
Make More Money
Helping you Make More Money
Explore Portfolio Management
Portfolio Management
When it comes to stock investing, we use index funds to help ensure you earn your fair share of the US stock market’s returns. For context, the US stock market has returned 10% per year with dividends reinvested over the past 55 years. Our method of investing can significantly reduce your fees allowing you to keep more of your profit and principal.Explore Portfolio Management
Enjoy Your Lifestyle
Enjoy Your Lifestyle
Explore Income Planning
Income Planning
Your retirement days shouldn’t be interrupted by a recession or drop in the stock market. We’re experts in creating “retirement paychecks” that are deposited in your bank account with the same regularity and reliability as your working paycheck.Explore Income Planning
Cut Your Tax Bill
Cut Your Tax Bill
Explore Tax Planning
Tax Planning
We use the principles of asset location and spending order to help minimize your taxes as much as possible. This is done in coordination with your CPA or tax advisor to ensure we’re working towards the common goal of helping you succeed.Explore Tax Planning
Featured In
Get the Book
Income on Demand
Income on Demand by Jonathan D. Bird, CFP, is a step-by-step guide for structuring your investment portfolio so you can generate income on your terms, and have more money by minimizing fees and taxes. In addition, it equips you with the four keys to having peace of mind in any market. Income on Demand empowers you to transform your financial house into a financial castle.
The Retirement Blog
