Kaiser Permanente
Your Kaiser Permanente retirement benefits can be complex and confusing. Don't leave one of your biggest life milestones up to chance.
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OUR PERSONALIZED APPROACH
Our team of advisors can guide you step-by-step to retiring, helping you understand your retirement benefits and build a solid financial foundation for your years ahead.
Client Focus
Corporate Employees
Healthcare Professionals
areas of Expertise
Retirement Planning |
Financial Planning
Locations served
Nationwide
about us
We build comprehensive, financial plans for Kaiser Permanente physicians and employees, providing clarity on when they can retire.
Farther is built on the foundation of great people paired with exceptional technology. Led by experienced financial advisor Michael Lee, our Farther Focus Team is laser-focused on providing holistic wealth management and fiduciary advice to soon-to-be retirees of large corporations such as Kaiser Permanente. The Focus Team takes specialization farther.
As a team that caters specifically to pre-retirees and retirees, we enhance our offering by providing consultative services geared toward physicians and employees of Kaiser Permanente. We have decades of experience with KP benefits, which helps us understand the nuanced differences each union provides.
We also have clients and family who have either retired from or are still working at Kaiser, giving us unique insight into the company. With that blend of experience and expertise, we're here to help you retire confidently.
For many Kaiser Permanente physicians and employees, we understand there can be a gap between the information that HR and retirement plan providers give to you and the information you need to fully comprehend the sum of the pieces of your benefits. We're here to close that gap.
The purpose of our Farther Focus Team doesn't stop at simply building a financial plan around your career at Kaiser Permanente. We're here to be your guide on each step of the journey. We go above and beyond to walk you through all the paperwork involved in retiring—healthcare, 401(k), and Social Security, just to name a few—so you can feel confident that no stone has been left unturned.
OUR GUIDING PRINCIPLES
The Kaiser Permanente Pensions
Whether you're a physician, salaried employee, or union member, we guide you to the best options for your unique situation.
Retiree Medical Plans
We help you understand the different coverage options, ensuring you're maximizing the benefits for your entire family.
Your Retirement Guide
We do more than develop your financial plan. We're beside you each step of the way and for every piece of retirement paperwork, including 401(k), Medicare, and Social Security.
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Grow throughout your financial life
Farther meets you where you are in your wealth building journey, always focused on connecting you to greater wealth opportunities. We scale with you as your family and financial complexity grows.
Financial Planning
Transform financial complexity into a clear, purposeful strategy that grows alongside your life - aligning your current reality with your future ambitions through a dynamic, holistic approach that turns uncertainty into confidence.
Investments & Portfolio Management
The perfect synthesis of human insight and advanced technology. We construct resilient investment strategies tailored to capture growth while aligning to your risk-reward parameters.
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Tax Optimization
Maximize after-tax return potential with our proactive Intelligent Wealth technology. We deploy sophisticated strategies to ensure your assets work harder for you with ongoing optimization.
Retirement Planning
Define your next chapter with confidence by bridging the gap between today’s savings and tomorrow’s freedom. Farther's strategic foresight helps you transition from accumulation to independence on your own timeline.
Generational Wealth Planning
Preserve not just your capital, but your family’s financial values across multiple generations. We facilitate the seamless transfer of stewardship, ensuring your hard-earned success continues to empower your family.
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Trust & Estate Planning
Secure your legacy with a structured approach that protects your assets and legacy. We help navigate complexities of wealth transfer to provide peace of mind for you and your family.
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Asset Management
Farther Asset Management combines rigorous, research-driven strategies with cutting-edge technology, to build bespoke client portfolios designed for better risk-adjusted returns. We empower advisors to provide customized, tax-optimized investment programs without sacrificing time or expertise.
Small Business Services
Align your company’s balance sheet with your personal wealth goals - optimizing your financial infrastructure to fuel growth and maximize long-term value.
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Institutional Services
Stewardship that honors your mandate. We assume the weight of fiduciary responsibility, delivering sophisticated investment management that empowers your team to focus on the firms mission.
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Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Your full wealth picture,
in one place
Effortless control
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration
Share specific financial data with your CPA, attorney, and family member – promoting transparent and collaborative wealth management.
Centralized document hub
Access and organize every financial document in one secure, easily accessible location.
Cash management
Our intelligent system monitors your bank accounts – maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
