As your wealth grows so does the complexity. Choosing a wealth management practice 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:
Wealth 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
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Insurance products are offered through our affiliated nonbank insurance agencies.
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 Strategies
- Succession Plans
- Appropriate Life Insurance (Provide Financial Security for Loved Ones)
Business Owners:
Business Retirement Plan
Business Succession
401K’s
Money Purchase Plans
ESOP Plans
Key Man Insurance Planning
Planning Tools & Account View:
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Planning Tools:
- That show how your portfolio might react to various market scenarios.
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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?
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
For more information about our practice and the services we offer, send us a quick email to [email protected] or call the office. We would welcome the opportunity to speak with you.
