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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


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?

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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.   |  (970) 617-2707