Financial Strategies

Financial Strategies That Can Help Maximize Your Investments & Income



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WHO WE ARE

RL Farmer Wealth Strategies is a private wealth management practice that provides financial strategies and sophisticated portfolio management services, to individuals, retirees and business owners.

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WHAT WE DO

Our wealth managers build personalized portfolios that shows you where your investments will be both short and long term so that you can make adjustments, where needed, and retire on your terms.

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WHY WE DO IT

We are passionate about serving our clients and getting you from where you are today to where you want to be tomorrow.



Financial Advisor meeting with clients

KNOWING THE CLIENT, THEIR GOALS AND RISK - MEANS NO SUPRISES

If you were able to see into the future, what financial decisions would you approach differently? With our statistical modeling, we're able to do just that. See your potential financial future in 5,10 or 15 years and what you need to do today to help live toward your dreams tomorrow.

[email protected] | (970) 617-2707

R.L. Farmer Wealth Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IN, MA, MI, MO, MT, NE, NV, OH, OK, SD, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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