In Retirement or Nearing It?

Why Choose Us

What Makes Farnam Financial Different

Other financial advisors try to outperform the stock market. Standard & Poor’s found that over the past twenty years, about 94% of professional managers that tried to outperform the stock market failed. We avoid that.

 

We invest in a way that allows you to keep more of your profits and principal. We utilize a powerful retirement income strategy designed to save you in taxes over the traditional dividend strategy. We also provide an educational program that helps ensure your peace of mind through any market downturn. That simplified  approach allows us to turn your financial house into a financial castle.

Specializing in Retirement

Farnam Financial’s expertise and resources are built specifically to serve retirees. We help with your overall finances, including the portfolio. We also add value on 13 Wealth Management topics that are critical for families to achieve long-term success.

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Focusing on Your Results

We are Certified Financial Planners that care exclusively about your results. We go to great lengths to avoid conflicts of interest – specifically by never selling products or taking commissions. Our fiduciary approach focuses on what’s best for you at all times and keeps more money in your pocket, not ours.

Sticking to Our Values

Integrity, reliability, and respect are our three core values. We’re always honest and forthcoming. We say what we’ll do, and we’ll do what we said. We also treat you the way we’d want to be treated if our positions were reversed.

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Support & Education

We believe it’s important to make things simple and clear for you. We’ll keep you informed and promise to be available for you when you need us.  

Services

We offer comprehensive financial advisory services including investment management, retirement planning, tax planning, and income planning. Protecting what you’ve built and growing it over time is not just about investing – it’s about taking a holistic approach to your finances.

Featured In

Get the Book

Income on Demand

Income on Demand by Jonathan D. Bird, CFP, is a step-by-step guide for structuring your investment portfolio so you can generate income on your terms, and have more money by minimizing fees and taxes. In addition, it equips you with the four keys to having peace of mind in any market. Income on Demand empowers you to transform your financial house into a financial castle.

Income on Demand Book Cover

Turn Your Financial House into a Financial Castle

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