Your career built this. We’ll help you decide what’s next.
Retirement planning built around your company benefits — plus business advisory services for leaders in their next chapter.
What it's like to work with Farther
Read reviews from Farther clients across the firm, sharing what the relationship looks like in practice. Clients rate the difference.
Getting to know the Focus Team at Farther
The Farther Focus Team, founded by Michael Lee, provides an integrated approach to retirement planning and business advisory services for professionals and organizations navigating complex financial and strategic decisions. We help clients make clear, structured decisions with confidence by simplifying complexity and providing guidance grounded in context, timing, and real-world outcomes.
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Locations served
Nationwide
What we help with
We help clients bring clarity to complex decisions across retirement planning and business advisory services so they can move forward with confidence in both financial decisions and strategic opportunities.
Retirement planning
Move past analysis paralysis on your corporate benefits. We provide the objective, structured analysis you need to strategically manage your wealth and evaluate when to transition to your next phase.
- Pension and retirement income strategy
- Lump sum vs. annuity decision-making
- 401(k) rollovers and tax-efficient withdrawal planning
- Healthcare and Medicare planning
- Severance and career transition planning
- Equity compensation strategy
- Estate and legacy planning
Business advisory services
We serve as a strategic sounding board, providing a highly experienced outside perspective on the most critical growth, operational, and leadership challenges facing your business or organization.
- Development of advisory boards for founder-led and privately held companies seeking an experienced outside perspective
- Strategic advisory support across growth, operations, and leadership challenges
- Design and structuring of advisory board engagement
- Oversight and management of company-sponsored 401(k) plans
- Curated advisory board opportunities for experienced professionals
- Board readiness and positioning
- Engagement opportunities with companies seeking experienced advisors
Our approach
We structure our team around deep areas of expertise, allowing our advisors to deliver highly relevant guidance across both retirement planning and business advisory services.
Clients benefit from guidance informed by employer-specific benefits, retirement considerations, and the broader strategic needs of founder-led and privately held companies.
Our approach creates a connected experience — bringing clarity and structure to financial decisions while supporting both individual planning and business-level strategy.
Whether the focus is striving for improved retirement outcomes, evaluating benefits, or supporting strategic business initiatives, our guidance is consistent, focused, and tailored to each client's needs.
Who we serve
We work with professionals and organizations across a range of leading industries
- Telecommunications
- Energy and utilities
- Aerospace and defense
- Property and casualty insurance
- Healthcare providers
- Oil and gas
- Automotive manufacturing
- Founders & business owners
How we work with you
We help employees across leading industries understand their company-specific retirement benefits through education, planning, and ongoing support. Our approach is simple, structured, and designed to bring clarity at every stage.
Educate
Learn through free resources, workshops, and company-specific retirement events designed around your benefits and retirement options.
- Free educational events and webinars
- Guidance tailored to your company’s retirement plans
- Access to advisors who understand your benefits structure
- No cost to attend or learn
Our philosophy
Clear decisions require clarity, context, and timing.
We believe retirement planning should be structured, straightforward, and grounded in real-world decision-making.
We also believe experienced professionals and business leaders benefit from access to thoughtful, strategic guidance beyond their primary roles.
Our role is to simplify complexity, bring structure to key decisions, and help clients move forward with confidence and purpose.
Ready to talk?
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