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2725 Rocky Mountain Ave,, Suite 440, Loveland, CO 80538

970-617-2707
welcome@rlfarmerws.com
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What We Do 

Complex Financial Planning & Wealth Strategies

As your wealth grows so does the complexity.  Choosing a wealth management firm with highly skilled financial advisors who have the experience and education that it takes to, not only protect your wealth, but grow your investments - is essential. 

At RL Farmer Wealth Strategies, we not only have years of experience and education, we also have a wide range of wealth investment platforms that diversify your investments across a broad set of asset classes. For individuals, business owners and retirees who are seeking sound financial portfolios to help pursue their financial goals we are here to help whether that is planning for retirement, sending their children to the college of their dreams, growing a business or wanting to build generational wealth. 

Individual & Family:

Financial Planning Strategies

-Investment Planning & Review
-Stock Options
-Cash Flow Analysis
-Risk Management & Asset Protection Strategies
 (structure your portfolio to match your risk profile)
-Life Insurance Review
-College Funding
-Windfall & Inheritance Protection


Retirement Planning Strategies
-Senior Lifestyle Planning
-Long-Term Care
-Deferred Compensation Planning
-Social Security Analysis
-Retirement Distribution Planning


Trust & Estate Planning Strategies

Income Tax and Estate Tax Reduction Strategies

- Tax Mitigation Strategies

-Charitable Giving/Legacy Planning 


Business Owners:

Business Retirement Plan 

Business Succession

401K’s

Money Purchase Plans

ESOP Plans

Key Man Insurance Planning


High Net Worth & High Income Earners

-Complex Investment Planning & Wealth Management
-Wealth Protection
-Access to Alternative Investments with Ph.D Level Management
-Tax Optimization Strategies
-Trust & Estate Planning
-Succession Plans
-Appropriate Life Insurance (Provide Financial Security for Loved Ones)


Planning Tools & Account View:

-Planning Tools:
 That show how your portfolio might react to various market scenarios.
-Account View: 
 Secure online access to view your financial investment performance/fees.


From portfolio optimizations, to modeling what your financial life will look like down the road, we’re here to help answer the many financial questions you may have:

  • How do I build wealth?
  • Can I afford to retire?
  • When does retirement become an option?
  • If my spouse predeceases me will I be ok? 
  • How can I leave a lasting legacy for my family?
  • Can I afford to give back to the charity I love?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • What insurance needs do I have?
  • How can I minimize taxes?
SCHEDULE YOUR INTRODUCTORY MEETING TODAY

Suggested Content

Tools

Tools

SECURE Act

SECURE Act

Retirement

Retirement

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 

welcome@rlfarmerws.com   |  (970) 617-2707