2725 Rocky Mountain Ave,
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.
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 Retirement Plan
Money Purchase Plans
Key Man Insurance Planning
-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: That show how your portfolio might react to various market scenarios.-Account View: Secure online access to view your financial investment performance/fees.
firstname.lastname@example.org | (970) 617-2707