At Farnam, we work with a select group of clients to provide three primary benefits: First, helping you make money for yourself and your beneficiaries. Second, reduce your tax bill. Third, provide you with peace of mind. Our aim in providing these benefits is to turn your financial house into a financial castle.
We don’t do sales pitches. If you interested in learning about Farnam, we want to teach you a portfolio tool that could save you 0.75% of your portfolio value per year in taxes. On a $1 million portfolio that’s potentially $7,500 per year. We’re also glad to show you how we can help you and your family achieve your unique goals.
Farnam is led by Jonathan Bird, a Certified Financial Planner and author of Income On Demand.
We would love to hear from you by email at email@example.com. Visit our website to learn more at www.farnamfinancial.com.