Products & Services

FARNSLEY WEALTH MANAGEMENT OFFERS ASSISTANCE IN HELPING OUR CLIENTS UNDERSTAND THE VAST ARRAY OF FINANCIAL PRODUCTS AND INVESTMENT STRATEGIES AVAILABLE.

COMPREHENSIVE FINANCIAL PLANNING: Individually customized financial plans and investment portfolio review.

FEE BASED ASSET MANAGEMENT: This program compensates us based on asset size, not on transactions. Therefore, this structure places our clients objectives (portfolio growth), and our compensation in alignment.

TAX REDUCTION STRATEGIES: Guidance in structuring investment portfolios that minimize the tax burder to our clients.

INVESTMENTS: Mutual Funds*, Stocks*, Exchange Traded Index Funds*, Bonds*, Options*, and Real Estate Investment Trusts*.

QUALIFIED PLANS: 401(k), 403(b), SEP-IRA, SIMPLE-IRA, and Profit Sharing Plans.

NON-QUALIFIED PLANS: Deferred Compensation Plans, SERPs, and Executive Benefit Plans.

INDIVIDUAL RETIREMENT FUNDING: Roth IRA, Traditional IRA, and Annuities*.

EDUCATION FUNDING: Education IRA, Unified Transfer to Minors Accounts (UTMA), and Section 529 plans*.

INSURANCE: Term Life, Variable Life*, Whole Life, Disability, and Long-Term Care.