It’s easy to throw around words like trust, transparency and strategy – putting it into action is what we believe makes our company stand above the rest. At RL Farmer Wealth Strategies, we don’t just utter these words, we live them. We truly believe that trust is not given, it is earned – how do we know we’ve earned our client’s trust? Because they refer us to their friends and family time and time again - it is one of the highest compliments a practice can receive.
But what makes us different? We entered the financial services industry to truly help the people we serve (a person's value is not measured by their net worth) - our wealth management and strategic planning is at the core of all that we do. We don’t use ‘cookie-cutter’ investment plans. Every investment plan is personalized and revolves around one component – your expectations and how it best serves you. Which drives our performance, not the other way around.
Yes, we enjoy watching the markets and educating ourselves on the ever-changing retirement planning landscape, but at the end of the day helping our clients achieve their financial dreams is why we get excited to walk into our office every morning!
Our passion, as well as our professional experience, credentials, and extensive education, is what truly sets us apart from other advisors!
TRUST
We live up to our standards, we expect the truth, and our clients will get the truth from us!
TRANSPARENCY
We offer complete transparency through secure account portals where you can monitor how your portfolio is performing, and any investment fee.
STRATEGY
Every investment plan is personalized to meet your goals, your risk tolerance and your timeline.
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.
