How much do you need to retire? What is the most tax efficient way to distribute assets and income during retirement? How do I protect my assets after I grow them? Will I outlive my assets?
At The Farb Financial Group, we believe you start with a solid plan. With over 40 years of experience, we can provide discipline to help you define and achieve your financial goals.
Our areas of focus are:
- Retirement Planning
- Investments/Wealth Management
- Insurance/Risk Management
- Estate Planning
- Education Funding
- Employee Benefits
We follow a defined process to determine if you are reaching your goals through measurable results. The process may require a review of cash flows, retirement, estate and insurance planning.
A comprehensive financial plan has no value if not placed into action. We offer a disciplined approach and consistently check in with your progress. We annually monitor your actual results compared to your plan and make necessary adjustments to get you back on track.