What Makes Farnam Financial Different?
Your Financial Castle
Our mission is to turn your financial house into a financial castle. What do we mean by that? A physical castle represents protection and longevity. The portfolio and recommendations that Farnam offers are all designed to protect your lifestyle, provide peace of mind, and help ensure your money will last. We do this by prioritizing the protection of your principal and generation of reliable income.
Investing
Rule #1 is don’t lose money. Rule #2 is don’t forget Rule #1. Index funds help protect you against inflation, keep your taxes low, and keep your fees lower.
Retirement
Written in plain English, our retirement plans can help answer, “When can I safely retire? When should I take Social Security? How much can I spend and still have what I want leftover?”
Education
We also provide an educational program that helps ensure your peace of mind through any market downturn.
We are Fiduciary Financial Planners
We’re committed to our clients having better results and peace of mind.
- It is our legal obligation to provide investment advisory services focused on your best interests.
- Our approach to investment strategies, income planning, tax planning, and overall wealth management differs from other financial advisors.
- Our only goal is to help you meet your specific financial goals.
Get in Touch Today
Contact one of our fiduciary financial planners today to learn how we can help you meet your financial goals.