There are three things people look for in a wealth manager:
Comprehensive Advice, Tax Optimization, Trust.
After 25+ years, I can tell you there's what clients say they want, then what they actually need. My job is seeing their blind spots.
CEO Mike Lynch
1. Comprehensive Planning (Not Just a Written Plan)
Most written plans end up in a drawer within months. Life changes too quickly. That’s why we build Dynamic Wealth Models, not static plans.
Retirement doesn’t just “happen” – it unfolds in stages:
Retirement doesn’t just “happen” – it unfolds in stages:
One spouse retires, then the other…
Navigating early distributions before 59½
Covering healthcare before Medicare (we’ve had million-dollar portfolio clients pay $0 for insurance)
Social Security – when to claim and how to coordinate benefits
When and how much to draw from your portfolio
Then there are all the "*" to the plan: increased travel, home remodels, long-term care needs, or even the loss of a partner.
Every person/couple is unique and different. So building a model, not a plan, is key. Plans are rigid. Models adapt. Our models account for the unexpected and keep you on course, no matter what life throws your way.
Every person/couple is unique and different. So building a model, not a plan, is key. Plans are rigid. Models adapt. Our models account for the unexpected and keep you on course, no matter what life throws your way.
2. TRUE Tax Planning (Not "Tax Light")
Most advisors stop at reviewing returns and offering “tax-efficient” investments. We go much deeper. True tax planning happens in three stages:
Today
Optimizing your paycheck, maximizing deductions (retirement, ESOP), and leveraging tax credits and charitable giving
Short-Term
Seizing opportunities like Roth conversions in low-income years or using donor-advised funds in high-income years
Legacy
Designing inheritance strategies that minimize what the government takes and maximize what your family keeps
We don’t outsource returns – we prepare and sign every return in-house as Enrolled Agents.
Recent result: $2.5M in tax savings on a $5M portfolio.
Recent result: $2.5M in tax savings on a $5M portfolio.
.svg)
3. Trust Through Expertise
With over 25 years navigating multiple market cycles, we’ve seen it all. That experience gives our clients confidence that we’re prepared for whatever’s next.
Our role isn’t just growing wealth – it’s reducing financial anxiety so you can enjoy life’s moments, from extra vacations to peace of mind in retirement.
Our role isn’t just growing wealth – it’s reducing financial anxiety so you can enjoy life’s moments, from extra vacations to peace of mind in retirement.
What Most People Overlook
There’s one essential piece of wealth management that 99% of people don’t know they need – until I walk them through it.
Why our clients refer their parents and friends to us
Comprehensive Care
They know they have someone watching over their entire financial picture – not just investments, but every piece of their wealth puzzle.
.svg)
Tax Expertise
They have a team ensuring they don't leave money for the government to collect, maximizing what stays in their family.
.svg)
Deep Knowledge & Trust
They feel cared for by advisors who are genuinely passionate about delivering the best wealth management experience possible.
$1,500 Comprehensive Review
Thank You
You're all set! A Farther Focus team member will reach out to you soon.