Once we know your goals and the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan, which could include:
An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy. We offer:
An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy. We offer:
An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy. We offer:
We can help with financial strategies related to business as well, which can impact the bottom line and long-term financial success of your business:
We can help with financial strategies related to business as well, which can impact the bottom line and long-term financial success of your business:
chris.farley@farleyfinancialgroup.com
6151 Lake Osprey Dr. Suite 300
Lakewood Ranch, FL 34240
P:
941.529.0261
F:
207.907.4091
chris.farley@farleyfinancialgroup.com
6151 Lake Osprey Dr., Suite 300
Lakewood Ranch, FL 34240
Securities and Advisory services offered through CreativeOne Securities, LLC Member FINRA/SIPC. Farley Financial Group and CreativeOne Securities are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20899 - 2021/3/30
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.