Helping Your Business
We take the time to understand your business and family dynamics. We’ll get a clear idea on what you’re trying to accomplish and what’s important to you. We create custom solutions to the problems most business owners face, and provide guidance across all platforms—helping you achieve your long-term financial goals.
Corporate Financial Planning
Your goals as a business owner should support your vision. This is where Farber Wealth can help. The end result? A holistic financial plan for your business, where we focus on achieving your unique goals. This may sound complex—but it doesn’t have to be.
Succession Planning
Group Benefits
Are you looking to hire and retain top staff? Are you looking for a cost-efficient way to give your employees more work satisfaction?
According to Glassdoor website, 4 out of 5 employees prefer group benefits over a pay raise.
We have benefit options available for companies from 1 to 10,000 employees. Call me for more information, and how this could really save you money!
Your Business - Our Process
We follow a detailed and clearly defined process to allow for sustainable wealth management and creation—setting you on the right path to financial freedom. The following steps outline our process:
1 Identify
Firstly, we identify and prioritize your financial goals. Through this initial step, we obtain a clear understanding of your immediate needs, concerns, and aspirations.
2 Calculate
We compile and analyze relevant financial information and begin setting objectives. As we understand your unique requirements, we are able to calculate how much is needed to reach each individual goal and construct a personalized and comprehensive financial plan.
3 Evaluate
We will evaluate your current financial products and establish where you are with your goals and objectives. We consider factors such as personal financial management, risk management, retirement planning, tax and estate planning, and investment management. Additionally, we review your existing investment portfolio and risk tolerance to determine if you are on track and, if not, how to change the trajectory to get your goals in alignment.
4 Recommend
Our team will recommend the best strategies and tax-efficient solutions that will support your financial goals. Advice such as the best low-cost ETF and portfolio managers or the most suitable life, disability, and critical illness solutions will take you forward with confidence and certainty around your financial future.
5 Implement
We work with you to implement and manage the recommended solutions and strategies. We establish time frames for each recommendation, to ensure that your goals are achieved. Collectively these steps will help kick- start your financial journey with ease.
6 Track
We track your goals on an ongoing basis. A successful plan is dependent on continuous tracking and review, be it annually or as your circumstances change, to ensure that the plan remains meaningful and relevant to you and your loved ones. Your life changes often—and financial plans and goals should change with it.
